Viridian RIA’s iShares Russell 2000 ETF IWM Stock Holding History

Viridian RIA’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	-4,302	Closed	-$878K	–	47
2021 Q4	$957K	Buy	+4,302	New	+$972K	0.2%	51
2021 Q2	–	Hold	0	–	–	–	50
2021 Q1	–	Sell	-4,527	Closed	-$988K	–	48
2020 Q4	$888K	Buy	4,527 +28	+0.6%	+$4.9K	0.25%	46
2020 Q3	$674K	Hold	4,499	–	–	0.22%	47
2020 Q2	$644K	Hold	4,499	–	–	0.23%	45
2020 Q1	$515K	Sell	4,499 -20	-0.4%	-$2.98K	0.23%	46
2019 Q4	$749K	Hold	4,519	–	–	0.27%	44
2019 Q3	$684K	Hold	4,519	–	–	0.28%	44
2019 Q2	$674K	Buy	4,519 +170	+4%	+$26.2K	0.27%	46
2019 Q1	$665K	Hold	4,349	–	–	0.29%	40
2018 Q4	$582K	Sell	4,349 -56	-1%	-$8.36K	0.29%	43
2018 Q3	$742K	Buy	+4,405	New	+$744K	0.33%	41

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Viridian RIA's IWM Position: Q1 2022 in Review

Viridian RIA sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 4,302 shares — an estimated $878K sold.

Viridian RIA first reported a position in IWM in Q3 2018 and held it in 11 quarters. The position peaked at $957K in Q4 2021. 1,938 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Viridian RIA reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 4,302 iShares Russell 2000 ETF shares in Q1 2022, an estimated $878K.
Viridian RIA first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 11 quarters.
Viridian RIA's iShares Russell 2000 ETF position peaked at $957K in Q4 2021.
1,938 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.