Trust Company of Kansas’s iShares Russell 2000 ETF IWM Stock Holding History

Trust Company of Kansas’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,998	Closed	-$871K	–	50
2022 Q4	$871K	Buy	+4,998	New	+$889K	0.56%	25
2022 Q1	–	Sell	-15,691	Closed	-$3.49M	–	70
2021 Q4	$3.49M	Buy	+15,691	New	+$3.55M	1.85%	23
2020 Q2	–	Sell	-7,700	Closed	-$881K	–	52
2020 Q1	$881K	Buy	7,700 +3,640	+90%	+$543K	0.52%	29
2019 Q4	$673K	Buy	+4,060	New	+$642K	0.39%	27

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Trust Company of Kansas's IWM Position: Q1 2023 in Review

Trust Company of Kansas sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 4,998 shares — an estimated $871K sold.

Trust Company of Kansas first reported a position in IWM in Q4 2019 and held it in 4 quarters. The position peaked at $3.49M in Q4 2021. 1,905 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Trust Company of Kansas reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Trust Company of Kansas sold 4,998 iShares Russell 2000 ETF shares in Q1 2023, an estimated $871K.
Trust Company of Kansas first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 4 quarters.
Trust Company of Kansas's iShares Russell 2000 ETF position peaked at $3.49M in Q4 2021.
1,905 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Trust Company of Kansas's 13F filing for Q1 2023, filed 5 May 2023.