WOC
IWM icon

West Oak Capital’s iShares Russell 2000 ETF IWM Stock Holding History

West Oak Capital’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
2024
Q1 		– Sell
-35
Closed -$7K – 307
2023
Q4 		$7K Hold
35
– – ﹤0.01% 259
2023
Q3 		$6K Hold
35
– – ﹤0.01% 264
2023
Q2 		$6.55K Hold
35
– – ﹤0.01% 265
2023
Q1 		$6.24K Hold
35
– – ﹤0.01% 267
2022
Q4 		$6K Hold
35
– – ﹤0.01% 230
2022
Q3 		$6K Hold
35
– – ﹤0.01% 266
2022
Q2 		$6K Hold
35
– – ﹤0.01% 267
2022
Q1 		$7K Hold
35
– – ﹤0.01% 282
2021
Q4 		$8K Hold
35
– – ﹤0.01% 283
2021
Q3 		$8K Buy
+35
New +$7.76K ﹤0.01% 292
2014
Q2 		– Sell
-2,150
Closed -$250K – 303
2014
Q1 		$250K Hold
2,150
– – 0.18% 91
2013
Q4 		$248K Hold
2,150
– – 0.18% 86
2013
Q3 		$229K Sell
2,150
-50
-2% -$5.17K 0.18% 90
2013
Q2 		$213K Buy
+2,200
New +$210K 0.18% 95

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return