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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

West Oak Capital's IWM Position: Q1 2024 in Review

West Oak Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 35 shares — an estimated $7K sold.

West Oak Capital first reported a position in IWM in Q2 2013 and held it in 14 quarters. The position peaked at $250K in Q1 2014. 2,207 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

West Oak Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
West Oak Capital sold 35 iShares Russell 2000 ETF shares in Q1 2024, an estimated $7K.
West Oak Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 14 quarters.
West Oak Capital's iShares Russell 2000 ETF position peaked at $250K in Q1 2014.
2,207 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on West Oak Capital's 13F filing for Q1 2024, filed 18 Apr 2024.