True Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$349K Buy
1,954
+3
+0.2% +$552 0.24% 82
2022
Q4
$340K Buy
+1,951
New +$347K 0.28% 80

Other funds holding IWM

True Capital Management's IWM Position: Q1 2023 in Review

True Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q1 2023, buying an estimated $552 and bringing the position to 1,954 shares worth $349K. The position accounts for 0.24% of the portfolio, ranked #82.

True Capital Management first reported a position in IWM in Q4 2022 and has held it in 2 quarters since. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • True Capital Management held 1,954 shares of iShares Russell 2000 ETF worth $349K as of Q1 2023.
  • True Capital Management bought 3 iShares Russell 2000 ETF shares in Q1 2023, an estimated $552.
  • iShares Russell 2000 ETF made up 0.24% of True Capital Management's portfolio in Q1 2023, its #82 holding.
  • True Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 2 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.