Vestor Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Vestor Capital’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 Q3	–	Sell	-654	Closed	-$122K	–	267
2023 Q2	$122K	Sell	654 -3	-0.5%	-$535	0.01%	159
2023 Q1	$117K	Buy	657 +36	+6%	+$6.63K	0.01%	162
2022 Q4	$108K	Hold	621	–	–	0.01%	160
2022 Q3	$102K	Hold	621	–	–	0.01%	148
2022 Q2	$105K	Sell	621 -45	-7%	-$8.29K	0.01%	141
2022 Q1	$137K	Buy	666 +49	+8%	+$10K	0.01%	132
2021 Q4	$137K	Sell	617 -8	-1%	-$1.81K	0.01%	134
2021 Q3	$137K	Buy	625 +28	+5%	+$6.21K	0.01%	136
2021 Q2	$137K	Buy	597 +47	+9%	+$10.6K	0.01%	127
2021 Q1	$122K	Buy	550 +140	+34%	+$30.6K	0.01%	131
2020 Q4	$80K	Buy	+410	New	+$71.7K	0.01%	146
2020 Q1	$50K	Buy	+435	New	+$64.9K	0.01%	122
2017 Q3	–	Sell	-598	Closed	-$84K	–	123
2017 Q2	$84K	Buy	+598	New	+$82.8K	0.02%	101

Other funds holding IWM

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vestor Capital's IWM Position: Q3 2023 in Review

Vestor Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 654 shares — an estimated $122K sold.

Vestor Capital first reported a position in IWM in Q2 2017 and held it in 13 quarters. The position peaked at $137K in Q1 2022. 1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Vestor Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Vestor Capital sold 654 iShares Russell 2000 ETF shares in Q3 2023, an estimated $122K.
Vestor Capital first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 13 quarters.
Vestor Capital's iShares Russell 2000 ETF position peaked at $137K in Q1 2022.
1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Vestor Capital's 13F filing for Q3 2023, filed 8 Nov 2023.