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Wealth CMT’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth CMT’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
Q1 		– Sell
-24,246
Closed -$4.23M – 31
2022
Q4 		$4.23M Sell
24,246
-329
-1% -$58.5K 2.25% 12
2022
Q3 		$4.05M Sell
24,575
-19
-0.1% -$3.46K 2.43% 11
2022
Q2 		$4.17M Sell
24,594
-2,543
-9% -$469K 2.43% 10
2022
Q1 		$5.57M Buy
27,137
+582
+2% +$119K 2.84% 9
2021
Q4 		$5.91M Buy
+26,555
New +$6M 3.03% 9
2021
Q3 		– Sell
-24,837
Closed -$5.7M – 9
2021
Q2 		$5.7M Sell
24,837
-351
-1% -$78.9K 3.7% 7
2021
Q1 		$5.57M Sell
25,188
-3,870
-13% -$845K 3.28% 8
2020
Q4 		$5.7M Sell
29,058
-3,752
-11% -$657K 3.55% 8
2020
Q3 		$4.92M Sell
32,810
-1,322
-4% -$199K 3.65% 9
2020
Q2 		$4.89M Buy
34,132
+1,152
+3% +$151K 3.78% 8
2020
Q1 		$3.77M Sell
32,980
-1,259
-4% -$188K 3.5% 8
2019
Q4 		$5.67M Buy
+34,239
New +$5.41M 5.05% 7

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth CMT's IWM Position: Q1 2023 in Review

Wealth CMT sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 24,246 shares — an estimated $4.23M sold.

Wealth CMT first reported a position in IWM in Q4 2019 and held it in 12 quarters. The position peaked at $5.91M in Q4 2021. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Wealth CMT reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth CMT sold 24,246 iShares Russell 2000 ETF shares in Q1 2023, an estimated $4.23M.
  • Wealth CMT first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 12 quarters.
  • Wealth CMT's iShares Russell 2000 ETF position peaked at $5.91M in Q4 2021.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Wealth CMT's 13F filing for Q1 2023, filed 17 Apr 2023.