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Alaethes Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Alaethes Wealth’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
-100
Closed -$21K – 206
2022
Q1 		$21K Hold
100
– – 0.01% 170
2021
Q4 		$22K Hold
100
– – 0.01% 168
2021
Q3 		$22K Hold
100
– – 0.02% 155
2021
Q2 		$23K Buy
+100
New +$22.5K 0.02% 151

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Alaethes Wealth's IWM Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 100 shares — an estimated $21K sold.

Alaethes Wealth first reported a position in IWM in Q2 2021 and held it in 4 quarters. The position peaked at $23K in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Alaethes Wealth reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Alaethes Wealth sold 100 iShares Russell 2000 ETF shares in Q2 2022, an estimated $21K.
  • Alaethes Wealth first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 4 quarters.
  • Alaethes Wealth's iShares Russell 2000 ETF position peaked at $23K in Q2 2021.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.