WestEnd Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WestEnd Advisors’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	-6	Closed	-$1.05K	–	324
2022 Q4	$1.05K	Sell	6 -53	-90%	-$9.43K	﹤0.01%	97
2022 Q3	$10K	Sell	59 -61	-51%	-$11.1K	﹤0.01%	66
2022 Q2	$20.3K	Buy	+120	New	+$22.1K	﹤0.01%	59
2022 Q1	–	Sell	-217	Closed	-$44.3K	–	53
2021 Q4	$48.3K	Buy	+217	New	+$49K	﹤0.01%	50
2021 Q3	–	Hold	0	–	–	–	46
2021 Q2	–	Sell	-289,104	Closed	-$65M	–	46
2021 Q1	$63.9M	Buy	289,104 +29,724	+11%	+$6.49M	2.56%	11
2020 Q4	$50.9M	Buy	259,380 +18,498	+8%	+$3.24M	2.57%	11
2020 Q3	$36.1M	Buy	240,882 +19,690	+9%	+$2.96M	2.12%	21
2020 Q2	$31.7M	Buy	221,192 +17,045	+8%	+$2.24M	2.13%	24
2020 Q1	$23.4M	Buy	+204,147	New	+$30.4M	1.95%	32

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WestEnd Advisors's IWM Position: Q1 2023 in Review

WestEnd Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 6 shares — an estimated $1.05K sold.

WestEnd Advisors first reported a position in IWM in Q1 2020 and held it in 9 quarters. The position peaked at $63.9M in Q1 2021. 1,907 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

WestEnd Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
WestEnd Advisors sold 6 iShares Russell 2000 ETF shares in Q1 2023, an estimated $1.05K.
WestEnd Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 9 quarters.
WestEnd Advisors's iShares Russell 2000 ETF position peaked at $63.9M in Q1 2021.
1,907 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on WestEnd Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.