Altium Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Altium Wealth Management’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	$599K	Buy	3,535 +778	+28%	+$143K	0.04%	210
2022 Q1	$566K	Hold	2,757	–	–	0.04%	245
2021 Q4	$613K	Hold	2,757	–	–	0.04%	215
2021 Q3	$603K	Hold	2,757	–	–	0.04%	202
2021 Q2	$632K	Hold	2,757	–	–	0.05%	188
2021 Q1	$609K	Sell	2,757 -1	-0%	-$218	0.05%	184
2020 Q4	$541K	Buy	2,758 +34	+1%	+$5.95K	0.05%	181
2020 Q3	$408K	Hold	2,724	–	–	0.04%	213
2020 Q2	$390K	Sell	2,724 -777	-22%	-$102K	0.04%	226
2020 Q1	$401K	Buy	3,501 +316	+10%	+$47.1K	0.06%	162
2019 Q4	$528K	Sell	3,185 -498	-14%	-$78.7K	0.06%	165
2019 Q3	$557K	Hold	3,683	–	–	0.08%	150
2019 Q2	$573K	Sell	3,683 -1,615	-30%	-$249K	0.08%	146
2019 Q1	$811K	Buy	5,298 +268	+5%	+$40.3K	0.13%	104
2018 Q4	$674K	Sell	5,030 -857	-15%	-$128K	0.13%	115
2018 Q3	$992K	Sell	5,887 -325	-5%	-$54.9K	0.19%	81
2018 Q2	$1.02M	Buy	6,212 +1,947	+46%	+$311K	0.27%	74
2018 Q1	$648K	Sell	4,265 -83	-2%	-$12.8K	0.25%	65
2017 Q4	$663K	Buy	+4,348	New	+$653K	0.3%	60

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Altium Wealth Management's IWM Position: Q2 2022 in Review

Altium Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 28% in Q2 2022, buying an estimated $143K and bringing the position to 3,535 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #210.

Altium Wealth Management first reported a position in IWM in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.02M in Q2 2018. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Altium Wealth Management held 3,535 shares of iShares Russell 2000 ETF worth $599K as of Q2 2022.
Altium Wealth Management bought 778 iShares Russell 2000 ETF shares in Q2 2022, an estimated $143K.
iShares Russell 2000 ETF made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #210 holding.
Altium Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's iShares Russell 2000 ETF position peaked at $1.02M in Q2 2018.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.