Advisor Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Advisor Partners’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	$285K	Buy	1,681 +203	+14%	+$37.4K	0.02%	659
2022 Q1	$304K	Sell	1,478 -158	-10%	-$32.2K	0.02%	675
2021 Q4	$365K	Buy	+1,636	New	+$370K	0.02%	610
2021 Q3	–	Sell	-1,380	Closed	-$317K	–	830
2021 Q2	$317K	Buy	+1,380	New	+$310K	0.02%	639
2018 Q4	–	Sell	-5,516	Closed	-$930K	–	641
2018 Q3	$930K	Buy	+5,516	New	+$931K	0.13%	164

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisor Partners's IWM Position: Q2 2022 in Review

Advisor Partners increased its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2022, buying an estimated $37.4K and bringing the position to 1,681 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #659.

Advisor Partners first reported a position in IWM in Q3 2018 and has held it in 5 quarters since. The position peaked at $930K in Q3 2018. 1,857 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Advisor Partners held 1,681 shares of iShares Russell 2000 ETF worth $285K as of Q2 2022.
Advisor Partners bought 203 iShares Russell 2000 ETF shares in Q2 2022, an estimated $37.4K.
iShares Russell 2000 ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #659 holding.
Advisor Partners first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 5 quarters since.
Advisor Partners's iShares Russell 2000 ETF position peaked at $930K in Q3 2018.
1,857 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.