TrustCore Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

TrustCore Financial Services’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
2022 Q4	$3.03M	Buy	17,356 +13,065	+304%	+$2.32M	0.27%	46
2022 Q3	$708K	Buy	4,291 +252	+6%	+$46K	0.07%	133
2022 Q2	$684K	Buy	4,039 +1,439	+55%	+$265K	0.06%	139
2022 Q1	$534K	Buy	2,600 +559	+27%	+$114K	0.05%	164
2021 Q4	$454K	Sell	2,041 -527	-21%	-$119K	0.05%	171
2021 Q3	$562K	Hold	2,568	–	–	0.06%	164
2021 Q2	$589K	Buy	2,568 +86	+3%	+$19.3K	0.06%	157
2021 Q1	$548K	Sell	2,482 -15	-0.6%	-$3.27K	0.06%	157
2020 Q4	$490K	Sell	2,497 -36	-1%	-$6.3K	0.06%	158
2020 Q3	$379K	Sell	2,533 -966	-28%	-$145K	0.06%	169
2020 Q2	$501K	Sell	3,499 -1,166	-25%	-$153K	0.09%	140
2020 Q1	$534K	Sell	4,665 -203	-4%	-$30.3K	0.12%	110
2019 Q4	$806K	Sell	4,868 -3,162	-39%	-$500K	0.15%	96
2019 Q3	$1.22M	Buy	8,030 +5,628	+234%	+$859K	0.26%	64
2019 Q2	$374K	Buy	2,402 +1,286	+115%	+$198K	0.08%	152
2019 Q1	$171K	Buy	+1,116	New	+$168K	0.05%	167
2018 Q4	–	Sell	-2,008	Closed	-$300K	–	600
2018 Q3	$338K	Buy	2,008 +3	+0.1%	+$506	0.11%	110
2018 Q2	$328K	Buy	2,005 +268	+15%	+$42.9K	0.12%	107
2018 Q1	$264K	Buy	1,737 +288	+20%	+$44.5K	0.1%	115
2017 Q4	$221K	Buy	+1,449	New	+$218K	0.09%	120

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TrustCore Financial Services's IWM Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares Russell 2000 ETF (IWM) stake by 304% in Q4 2022, buying an estimated $2.32M and bringing the position to 17,356 shares worth $3.03M. The position accounts for 0.27% of the portfolio, ranked #46.

TrustCore Financial Services first reported a position in IWM in Q4 2017 and has held it in 20 quarters since. 1,984 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

TrustCore Financial Services held 17,356 shares of iShares Russell 2000 ETF worth $3.03M as of Q4 2022.
TrustCore Financial Services bought 13,065 iShares Russell 2000 ETF shares in Q4 2022, an estimated $2.32M.
iShares Russell 2000 ETF made up 0.27% of TrustCore Financial Services's portfolio in Q4 2022, its #46 holding.
TrustCore Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 20 quarters since.
1,984 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.