AJ Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

AJ Wealth Strategies’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	$2.26M	Buy	12,060 +441	+4%	+$78.6K	0.11%	89
2023 Q1	$2.07M	Buy	11,619 +27	+0.2%	+$4.97K	0.11%	85
2022 Q4	$2.02M	Sell	11,592 -24	-0.2%	-$4.27K	0.11%	88
2022 Q3	$1.92M	Buy	11,616 +553	+5%	+$101K	0.11%	86
2022 Q2	$1.87M	Buy	11,063 +3,827	+53%	+$705K	0.1%	91
2022 Q1	$1.49M	Buy	7,236 +1	+0%	+$204	0.07%	112
2021 Q4	$1.61M	Buy	7,235 +95	+1%	+$21.5K	0.08%	107
2021 Q3	$1.56M	Buy	7,140 +1,780	+33%	+$395K	0.08%	100
2021 Q2	$1.23M	Buy	5,360 +2	+0%	+$450	0.07%	114
2021 Q1	$1.18M	Buy	5,358 +1,103	+26%	+$241K	0.08%	105
2020 Q4	$834K	Buy	4,255 +3	+0.1%	+$525	0.07%	111
2020 Q3	$637K	Sell	4,252 -28	-0.7%	-$4.21K	0.06%	120
2020 Q2	$613K	Buy	4,280 +604	+16%	+$79.3K	0.07%	115
2020 Q1	$421K	Buy	3,676 +1,440	+64%	+$215K	0.06%	107
2019 Q4	$370K	Buy	2,236 +4	+0.2%	+$632	0.04%	85
2019 Q3	$338K	Hold	2,232	–	–	0.04%	84
2019 Q2	$347K	Buy	2,232 +44	+2%	+$6.78K	0.05%	78
2019 Q1	$335K	Buy	2,188 +616	+39%	+$92.6K	0.06%	84
2018 Q4	$210K	Buy	1,572 +3	+0.2%	+$448	0.04%	85
2018 Q3	$264K	Buy	+1,569	New	+$265K	0.05%	85
2018 Q1	–	Sell	-1,512	Closed	-$231K	–	93
2017 Q4	$231K	Buy	+1,512	New	+$227K	0.06%	83

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

AJ Wealth Strategies's IWM Position: Q2 2023 in Review

AJ Wealth Strategies increased its iShares Russell 2000 ETF (IWM) stake by 3.8% in Q2 2023, buying an estimated $78.6K and bringing the position to 12,060 shares worth $2.26M. The position accounts for 0.11% of the portfolio, ranked #89.

AJ Wealth Strategies first reported a position in IWM in Q4 2017 and has held it in 21 quarters since. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

AJ Wealth Strategies held 12,060 shares of iShares Russell 2000 ETF worth $2.26M as of Q2 2023.
AJ Wealth Strategies bought 441 iShares Russell 2000 ETF shares in Q2 2023, an estimated $78.6K.
iShares Russell 2000 ETF made up 0.11% of AJ Wealth Strategies's portfolio in Q2 2023, its #89 holding.
AJ Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 21 quarters since.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.