AAFMAA Wealth Management & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

AAFMAA Wealth Management & Trust’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 Q2	–	Sell	-1,223	Closed	-$218K	–	52
2023 Q1	$218K	Hold	1,223	–	–	0.18%	52
2022 Q4	$213K	Hold	1,223	–	–	0.19%	53
2022 Q3	$202K	Buy	+1,223	New	+$223K	0.15%	64
2022 Q2	–	Sell	-1,539	Closed	-$316K	–	60
2022 Q1	$316K	Hold	1,539	–	–	0.15%	64
2021 Q4	$342K	Sell	1,539 -10	-0.6%	-$2.26K	0.15%	65
2021 Q3	$339K	Sell	1,549 -73	-5%	-$16.2K	0.16%	64
2021 Q2	$372K	Hold	1,622	–	–	0.17%	59
2021 Q1	$358K	Sell	1,622 -17	-1%	-$3.71K	0.17%	59
2020 Q4	$321K	Buy	+1,639	New	+$287K	0.16%	57

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IWM Position: Q2 2023 in Review

AAFMAA Wealth Management & Trust sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 1,223 shares — an estimated $218K sold.

AAFMAA Wealth Management & Trust first reported a position in IWM in Q4 2020 and held it in 9 quarters. The position peaked at $372K in Q2 2021. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

AAFMAA Wealth Management & Trust reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 1,223 iShares Russell 2000 ETF shares in Q2 2023, an estimated $218K.
AAFMAA Wealth Management & Trust first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 9 quarters.
AAFMAA Wealth Management & Trust's iShares Russell 2000 ETF position peaked at $372K in Q2 2021.
1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2023, filed 4 Aug 2023.