WC Walker & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

WC Walker & Associates’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 Q4	$569K	Sell	3,026 -40	-1%	-$7.11K	0.3%	49
2022 Q3	$549K	Buy	3,066 +1,411	+85%	+$257K	0.31%	49
2022 Q2	$286K	Sell	1,655 -157	-9%	-$28.9K	0.17%	63
2022 Q1	$364K	Sell	1,812 -634	-26%	-$129K	0.19%	56
2021 Q4	$524K	Sell	2,446 -450	-16%	-$102K	0.26%	46
2021 Q3	$634K	Sell	2,896 -16	-0.5%	-$3.55K	0.34%	44
2021 Q2	$667K	Buy	2,912 +944	+48%	+$212K	0.35%	46
2021 Q1	$442K	Buy	1,968 +164	+9%	+$35.8K	0.25%	51
2020 Q4	$406K	Buy	+1,804	New	+$316K	0.23%	53

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

WC Walker & Associates's IWM Position: Q4 2022 in Review

WC Walker & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q4 2022, selling an estimated $7.11K and leaving 3,026 shares worth $569K. The position accounts for 0.3% of the portfolio, ranked #49.

WC Walker & Associates first reported a position in IWM in Q4 2020 and has held it in 9 quarters since. The position peaked at $667K in Q2 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

WC Walker & Associates held 3,026 shares of iShares Russell 2000 ETF worth $569K as of Q4 2022.
WC Walker & Associates sold 40 iShares Russell 2000 ETF shares in Q4 2022, an estimated $7.11K.
iShares Russell 2000 ETF made up 0.3% of WC Walker & Associates's portfolio in Q4 2022, its #49 holding.
WC Walker & Associates first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's iShares Russell 2000 ETF position peaked at $667K in Q2 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.