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WESPAC Advisors SoCal’s iShares Russell 2000 ETF IWM Stock Holding History

WESPAC Advisors SoCal’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
2021
Q4 		– Sell
-925
Closed -$204K – 82
2021
Q3 		$204K Sell
925
-2,100
-69% -$466K 0.07% 83
2021
Q2 		$694K Buy
+3,025
New +$680K 0.23% 59

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

WESPAC Advisors SoCal's IWM Position: Q4 2021 in Review

WESPAC Advisors SoCal sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 925 shares — an estimated $204K sold.

WESPAC Advisors SoCal first reported a position in IWM in Q2 2021 and held it in 2 quarters. The position peaked at $694K in Q2 2021. 2,037 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • WESPAC Advisors SoCal reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 925 iShares Russell 2000 ETF shares in Q4 2021, an estimated $204K.
  • WESPAC Advisors SoCal first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 2 quarters.
  • WESPAC Advisors SoCal's iShares Russell 2000 ETF position peaked at $694K in Q2 2021.
  • 2,037 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2021, filed 2 Feb 2022.