Vantis Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Vantis Investment Advisers’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
2021 Q4	$445K	Buy	+2,000	New	+$452K	0.46%	24

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Vantis Investment Advisers's IWM Position: Q4 2021 in Review

Vantis Investment Advisers opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2021: 2,000 shares worth $445K. The stake represents 0.46% of the portfolio and ranks #24 among its holdings.

2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Vantis Investment Advisers held 2,000 shares of iShares Russell 2000 ETF worth $445K as of Q4 2021.
iShares Russell 2000 ETF was a new Vantis Investment Advisers position in Q4 2021.
iShares Russell 2000 ETF made up 0.46% of Vantis Investment Advisers's portfolio in Q4 2021, its #24 holding.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.