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Weiss Multi-Strategy Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Weiss Multi-Strategy Advisers’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
Q2 		– Sell
-1,043
Closed -$214K – 725
2022
Q1 		$214K Sell
1,043
-37,900
-97% -$7.73M ﹤0.01% 624
2021
Q4 		$8.66M Buy
+38,943
New +$8.8M 0.2% 153
2020
Q1 		– Sell
-443,110
Closed -$73.4M – 524
2019
Q4 		$73.4M Buy
+443,110
New +$70M 1.2% 6
2016
Q1 		– Sell
-15,100
Closed -$1.7M – 506
2015
Q4 		$1.7M Buy
+15,100
New +$1.74M 0.12% 188
2015
Q1 		– Sell
-50,000
Closed -$5.98M – 482
2014
Q4 		$5.98M Buy
+50,000
New +$5.72M 0.21% 109

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return