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Adamsbrown Wealth Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Adamsbrown Wealth Consultants’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
Q2 		– Sell
-1,038
Closed -$213K – 89
2022
Q1 		$213K Sell
1,038
-399
-28% -$81.4K 0.17% 87
2021
Q4 		$320K Buy
+1,437
New +$325K 0.29% 58

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Adamsbrown Wealth Consultants's IWM Position: Q2 2022 in Review

Adamsbrown Wealth Consultants sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,038 shares — an estimated $213K sold.

Adamsbrown Wealth Consultants first reported a position in IWM in Q4 2021 and held it in 2 quarters. The position peaked at $320K in Q4 2021. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Adamsbrown Wealth Consultants reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Adamsbrown Wealth Consultants sold 1,038 iShares Russell 2000 ETF shares in Q2 2022, an estimated $213K.
  • Adamsbrown Wealth Consultants first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 2 quarters.
  • Adamsbrown Wealth Consultants's iShares Russell 2000 ETF position peaked at $320K in Q4 2021.
  • 1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2022, filed 27 Jul 2022.