Winfield Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Winfield Associates’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 Q1	$423K	Hold	2,060	–	–	0.15%	110
2021 Q4	$458K	Hold	2,060	–	–	0.15%	114
2021 Q3	$451K	Hold	2,060	–	–	0.17%	107
2021 Q2	$473K	Hold	2,060	–	–	0.17%	105
2021 Q1	$455K	Hold	2,060	–	–	0.19%	98
2020 Q4	$404K	Hold	2,060	–	–	0.17%	94
2020 Q3	$309K	Hold	2,060	–	–	0.15%	94
2020 Q2	$295K	Hold	2,060	–	–	0.15%	93
2020 Q1	$236K	Hold	2,060	–	–	0.15%	94
2019 Q4	$341K	Hold	2,060	–	–	0.16%	97
2019 Q3	$312K	Hold	2,060	–	–	0.15%	98
2019 Q2	$320K	Hold	2,060	–	–	0.17%	96
2019 Q1	$315K	Hold	2,060	–	–	0.17%	92
2018 Q4	$276K	Hold	2,060	–	–	0.17%	89
2018 Q3	$347K	Hold	2,060	–	–	0.17%	95
2018 Q2	$337K	Hold	2,060	–	–	0.18%	92
2018 Q1	$313K	Hold	2,060	–	–	0.17%	98
2017 Q4	$315K	Hold	2,060	–	–	0.16%	100
2017 Q3	$305K	Hold	2,060	–	–	0.16%	102
2017 Q2	$290K	Hold	2,060	–	–	0.16%	103
2017 Q1	$283K	Hold	2,060	–	–	0.16%	103
2016 Q4	$278K	Hold	2,060	–	–	0.17%	97
2016 Q3	$256K	Hold	2,060	–	–	0.16%	101
2016 Q2	$237K	Hold	2,060	–	–	0.15%	101
2016 Q1	$228K	Hold	2,060	–	–	0.15%	98
2015 Q4	$232K	Sell	2,060 -50	-2%	-$5.77K	0.16%	94
2015 Q3	$230K	Hold	2,110	–	–	0.17%	91
2015 Q2	$263K	Hold	2,110	–	–	0.18%	93
2015 Q1	$262K	Hold	2,110	–	–	0.18%	93
2014 Q4	$252K	Sell	2,110 -235	-10%	-$26.9K	0.19%	101
2014 Q3	$256K	Sell	2,345 -50	-2%	-$5.72K	0.19%	104
2014 Q2	$284K	Hold	2,395	–	–	0.21%	102
2014 Q1	$279K	Hold	2,395	–	–	0.23%	95
2013 Q4	$276K	Buy	+2,395	New	+$265K	0.23%	99

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winfield Associates's IWM Position: Q1 2022 in Review

Winfield Associates held its iShares Russell 2000 ETF (IWM) position steady in Q1 2022 at 2,060 shares worth $423K. The position accounts for 0.15% of the portfolio, ranked #110.

Winfield Associates first reported a position in IWM in Q4 2013 and has held it in 34 quarters since. The position peaked at $473K in Q2 2021. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Winfield Associates held 2,060 shares of iShares Russell 2000 ETF worth $423K as of Q1 2022.
Winfield Associates left its iShares Russell 2000 ETF share count unchanged in Q1 2022.
iShares Russell 2000 ETF made up 0.15% of Winfield Associates's portfolio in Q1 2022, its #110 holding.
Winfield Associates first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 34 quarters since.
Winfield Associates's iShares Russell 2000 ETF position peaked at $473K in Q2 2021.
1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.