Vantage Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Vantage Investment Partners’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 Q1	–	Sell	-102,900	Closed	-$22.9M	–	88
2021 Q4	$22.9M	Hold	102,900	–	–	1.17%	17
2021 Q3	$22.5M	Hold	102,900	–	–	1.17%	17
2021 Q2	$23.6M	Hold	102,900	–	–	1.13%	18
2021 Q1	$22.7M	Hold	102,900	–	–	1.11%	20
2020 Q4	$20.2M	Hold	102,900	–	–	1.17%	14
2020 Q3	$15.4M	Hold	102,900	–	–	0.97%	15
2020 Q2	$14.7M	Hold	102,900	–	–	1.11%	14
2020 Q1	$11.8M	Hold	102,900	–	–	1.02%	16
2019 Q4	$17M	Hold	102,900	–	–	1.4%	15
2019 Q3	$15.6M	Hold	102,900	–	–	1.62%	15
2019 Q2	$16M	Hold	102,900	–	–	1.83%	13
2019 Q1	$15.8M	Hold	102,900	–	–	1.47%	13
2018 Q4	$13.8M	Hold	102,900	–	–	0.98%	20
2018 Q3	$17.3M	Hold	102,900	–	–	1.09%	15
2018 Q2	$16.9M	Hold	102,900	–	–	1.22%	13
2018 Q1	$15.6M	Hold	102,900	–	–	1.29%	13
2017 Q4	$15.7M	Hold	102,900	–	–	1.43%	12
2017 Q3	$15.2M	Buy	+102,900	New	+$14.5M	1.19%	15

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vantage Investment Partners's IWM Position: Q1 2022 in Review

Vantage Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 102,900 shares — an estimated $22.9M sold.

Vantage Investment Partners first reported a position in IWM in Q3 2017 and held it in 18 quarters. The position peaked at $23.6M in Q2 2021. 1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Vantage Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Vantage Investment Partners sold 102,900 iShares Russell 2000 ETF shares in Q1 2022, an estimated $22.9M.
Vantage Investment Partners first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 18 quarters.
Vantage Investment Partners's iShares Russell 2000 ETF position peaked at $23.6M in Q2 2021.
1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Vantage Investment Partners's 13F filing for Q1 2022, filed 22 Apr 2022.