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Valley Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Valley Financial Management’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
-145
Closed -$25.3K – 48
2022
Q4 		$25.3K Sell
145
-20,308
-99% -$3.61M 0.01% 40
2022
Q3 		$3.37M Buy
+20,453
New +$3.73M 2.02% 15

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Valley Financial Management's IWM Position: Q1 2023 in Review

Valley Financial Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 145 shares — an estimated $25.3K sold.

Valley Financial Management first reported a position in IWM in Q3 2022 and held it in 2 quarters. The position peaked at $3.37M in Q3 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Valley Financial Management reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Valley Financial Management sold 145 iShares Russell 2000 ETF shares in Q1 2023, an estimated $25.3K.
  • Valley Financial Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 2 quarters.
  • Valley Financial Management's iShares Russell 2000 ETF position peaked at $3.37M in Q3 2022.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Valley Financial Management's 13F filing for Q1 2023, filed 15 May 2023.