Affiance Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Affiance Financial’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 Q3	–	Sell	-2,211	Closed	-$414K	–	94
2023 Q2	$414K	Buy	+2,211	New	+$394K	0.2%	75
2023 Q1	–	Sell	-132	Closed	-$23K	–	256
2022 Q4	$23K	Sell	132 -115	-47%	-$20.5K	0.01%	228
2022 Q3	$41K	Hold	247	–	–	0.02%	98
2022 Q2	$42K	Buy	247 +17	+7%	+$3.13K	0.02%	101
2022 Q1	$47K	Hold	230	–	–	0.02%	114
2021 Q4	$51K	Hold	230	–	–	0.02%	125
2021 Q3	$50K	Hold	230	–	–	0.02%	130
2021 Q2	$53K	Hold	230	–	–	0.02%	132
2021 Q1	$51K	Hold	230	–	–	0.02%	128
2020 Q4	$45K	Hold	230	–	–	0.02%	117
2020 Q3	$34K	Hold	230	–	–	0.02%	118
2020 Q2	$33K	Hold	230	–	–	0.02%	111
2020 Q1	$26K	Hold	230	–	–	0.02%	105
2019 Q4	$38K	Buy	+230	New	+$36.3K	0.02%	115

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Affiance Financial's IWM Position: Q3 2023 in Review

Affiance Financial sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 2,211 shares — an estimated $414K sold.

Affiance Financial first reported a position in IWM in Q4 2019 and held it in 14 quarters. The position peaked at $414K in Q2 2023. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Affiance Financial reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Affiance Financial sold 2,211 iShares Russell 2000 ETF shares in Q3 2023, an estimated $414K.
Affiance Financial first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 14 quarters.
Affiance Financial's iShares Russell 2000 ETF position peaked at $414K in Q2 2023.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Affiance Financial's 13F filing for Q3 2023, filed 11 Oct 2023.