Veritable’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-725,712
| Closed | -$136M | – | 413 |
|
|
2023
Q2 | $136M | Buy |
725,712
+8,974
| +1% | +$1.6M | 2.1% | 10 |
|
|
2023
Q1 | $128M | Sell |
716,738
-4,809
| -0.7% | -$885K | 2.1% | 10 |
|
|
2022
Q4 | $126M | Sell |
721,547
-25,593
| -3% | -$4.55M | 2.15% | 10 |
|
|
2022
Q3 | $123M | Sell |
747,140
-18,035
| -2% | -$3.29M | 2.39% | 9 |
|
|
2022
Q2 | $130M | Sell |
765,175
-40,958
| -5% | -$7.55M | 2.34% | 9 |
|
|
2022
Q1 | $165M | Buy |
806,133
+67,795
| +9% | +$13.8M | 2.54% | 8 |
|
|
2021
Q4 | $164M | Buy |
738,338
+7,942
| +1% | +$1.79M | 2.43% | 8 |
|
|
2021
Q3 | $160M | Sell |
730,396
-7,676
| -1% | -$1.7M | 2.57% | 8 |
|
|
2021
Q2 | $169M | Buy |
738,072
+19,644
| +3% | +$4.42M | 2.71% | 8 |
|
|
2021
Q1 | $159M | Buy |
718,428
+5,984
| +0.8% | +$1.31M | 2.7% | 8 |
|
|
2020
Q4 | $140M | Sell |
712,444
-59,881
| -8% | -$10.5M | 2.57% | 8 |
|
|
2020
Q3 | $116M | Sell |
772,325
-14,260
| -2% | -$2.15M | 2.32% | 8 |
|
|
2020
Q2 | $113M | Sell |
786,585
-86,820
| -10% | -$11.4M | 2.43% | 8 |
|
|
2020
Q1 | $100M | Sell |
873,405
-9,868
| -1% | -$1.47M | 2.42% | 7 |
|
|
2019
Q4 | $146M | Sell |
883,273
-48,636
| -5% | -$7.69M | 2.69% | 7 |
|
|
2019
Q3 | $141M | Buy |
931,909
+60,864
| +7% | +$9.29M | 2.76% | 7 |
|
|
2019
Q2 | $135M | Sell |
871,045
-21,380
| -2% | -$3.3M | 2.69% | 7 |
|
|
2019
Q1 | $137M | Sell |
892,425
-4,518
| -0.5% | -$679K | 2.75% | 7 |
|
|
2018
Q4 | $120M | Buy |
896,943
+358,341
| +67% | +$53.5M | 2.74% | 7 |
|
|
2018
Q3 | $90.8M | Sell |
538,602
-495
| -0.1% | -$83.6K | 1.83% | 8 |
|
|
2018
Q2 | $88.3M | Buy |
539,097
+1,792
| +0.3% | +$287K | 1.86% | 8 |
|
|
2018
Q1 | $81.6M | Buy |
537,305
+11,397
| +2% | +$1.76M | 1.76% | 8 |
|
|
2017
Q4 | $80.2M | Sell |
525,908
-173,626
| -25% | -$26.1M | 1.61% | 9 |
|
|
2017
Q3 | $104M | Sell |
699,534
-8,549
| -1% | -$1.2M | 2.18% | 8 |
|
|
2017
Q2 | $99.8M | Buy |
708,083
+18,857
| +3% | +$2.61M | 2.28% | 7 |
|
|
2017
Q1 | $94.8M | Sell |
689,226
-12,411
| -2% | -$1.7M | 2.26% | 7 |
|
|
2016
Q4 | $94.6M | Sell |
701,637
-2,983
| -0.4% | -$381K | 2.31% | 8 |
|
|
2016
Q3 | $87.5M | Sell |
704,620
-1,929
| -0.3% | -$234K | 2.19% | 8 |
|
|
2016
Q2 | $81.2M | Sell |
706,549
-5,190
| -0.7% | -$586K | 2.07% | 9 |
|
|
2016
Q1 | $78.7M | Sell |
711,739
-10,325
| -1% | -$1.07M | 2.06% | 10 |
|
|
2015
Q4 | $81.3M | Buy |
722,064
+31,619
| +5% | +$3.65M | 2.23% | 9 |
|
|
2015
Q3 | $75.4M | Sell |
690,445
-123
| -0% | -$14.6K | 2.21% | 9 |
|
|
2015
Q2 | $86.2M | Sell |
690,568
-46,801
| -6% | -$5.85M | 2.34% | 8 |
|
|
2015
Q1 | $91.7M | Sell |
737,369
-5,125
| -0.7% | -$618K | 1.91% | 9 |
|
|
2014
Q4 | $88.8M | Buy |
742,494
+9,615
| +1% | +$1.1M | 1.84% | 10 |
|
|
2014
Q3 | $80.1M | Sell |
732,879
-9,283
| -1% | -$1.06M | 1.7% | 11 |
|
|
2014
Q2 | $88.2M | Sell |
742,162
-5,759
| -0.8% | -$654K | 1.84% | 10 |
|
|
2014
Q1 | $87M | Sell |
747,921
-41,835
| -5% | -$4.83M | 1.89% | 8 |
|
|
2013
Q4 | $91.1M | Buy |
789,756
+3,094
| +0.4% | +$342K | 2% | 8 |
|
|
2013
Q3 | $83.9M | Sell |
786,662
-3,680
| -0.5% | -$381K | 1.96% | 8 |
|
|
2013
Q2 | $76.7M | Buy |
+790,342
| New | +$75.5M | 1.85% | 8 |
|
Other funds holding IWM
Veritable's IWM Position: Q3 2023 in Review
Veritable sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 725,712 shares — an estimated $136M sold.
Veritable first reported a position in IWM in Q2 2013 and held it in 41 quarters. The position peaked at $169M in Q2 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.
- Veritable reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
- Veritable sold 725,712 iShares Russell 2000 ETF shares in Q3 2023, an estimated $136M.
- Veritable first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 41 quarters.
- Veritable's iShares Russell 2000 ETF position peaked at $169M in Q2 2021.
- 1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.