Alan B. Lancz & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Alan B. Lancz & Associates’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	–	Sell	-800	Closed	-$143K	–	155
2023 Q1	$143K	Hold	800	–	–	0.15%	159
2022 Q4	$150K	Hold	800	–	–	0.15%	164
2022 Q3	$132K	Hold	800	–	–	0.16%	157
2022 Q2	$150K	Buy	+800	New	+$147K	0.15%	156

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

Alan B. Lancz & Associates's IWM Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 800 shares — an estimated $143K sold.

Alan B. Lancz & Associates first reported a position in IWM in Q2 2022 and held it in 4 quarters. The position peaked at $150K in Q2 2022. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Alan B. Lancz & Associates reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Alan B. Lancz & Associates sold 800 iShares Russell 2000 ETF shares in Q2 2023, an estimated $143K.
Alan B. Lancz & Associates first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 4 quarters.
Alan B. Lancz & Associates's iShares Russell 2000 ETF position peaked at $150K in Q2 2022.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.