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Advisory Alpha’s iShares Russell 2000 ETF IWM Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-1,878
Closed -$332K – 353
2023
Q3 		$332K Buy
1,878
+4
+0.2% +$751 0.02% 226
2023
Q2 		$351K Buy
1,874
+28
+2% +$4.99K 0.02% 243
2023
Q1 		$329K Hold
1,846
– – 0.02% 220
2022
Q4 		$322K Buy
1,846
+27
+1% +$4.8K 0.02% 207
2022
Q3 		$300K Buy
1,819
+46
+3% +$8.39K 0.02% 202
2022
Q2 		$300K Hold
1,773
– – 0.02% 197
2022
Q1 		$364K Sell
1,773
-41
-2% -$8.36K 0.02% 201
2021
Q4 		$404K Sell
1,814
-107
-6% -$24.2K 0.02% 189
2021
Q3 		$420K Buy
+1,921
New +$426K 0.03% 169
2020
Q4 		– Sell
-21
Closed -$3K – 367
2020
Q3 		$3K Buy
+21
New +$3.16K ﹤0.01% 578
2020
Q2 		– Sell
-527
Closed -$63.4K – 350
2020
Q1 		$63.4K Buy
527
+525
+26,250% +$78.3K 0.02% 181
2019
Q4 		$332 Buy
+2
New +$316 ﹤0.01% 738

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return