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American Portfolios Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

American Portfolios Advisors’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
Q3 		$6.74M Sell
40,864
-15
-0% -$2.74K 0.29% 62
2022
Q2 		$6.92M Sell
40,879
-2,906
-7% -$536K 0.28% 60
2022
Q1 		$8.99M Buy
43,785
+1,348
+3% +$275K 0.31% 55
2021
Q4 		$9.44M Buy
42,437
+775
+2% +$175K 0.32% 49
2021
Q3 		$9.11M Sell
41,662
-18,026
-30% -$4M 0.34% 50
2021
Q2 		$13.7M Buy
59,688
+581
+1% +$131K 0.53% 23
2021
Q1 		$13.1M Buy
59,107
+19,890
+51% +$4.34M 0.57% 21
2020
Q4 		$7.69M Buy
39,217
+1,377
+4% +$241K 0.39% 39
2020
Q3 		$5.67M Buy
37,840
+1,911
+5% +$287K 0.33% 57
2020
Q2 		$5.14M Buy
35,929
+2,613
+8% +$343K 0.34% 60
2020
Q1 		$3.81M Sell
33,316
-88
-0.3% -$13.1K 0.32% 66
2019
Q4 		$5.53M Buy
33,404
+1,235
+4% +$195K 0.39% 52
2019
Q3 		$4.87M Sell
32,169
-241
-0.7% -$36.8K 0.4% 50
2019
Q2 		$5.04M Buy
32,410
+607
+2% +$93.6K 0.42% 44
2019
Q1 		$4.87M Sell
31,803
-4,550
-13% -$684K 0.46% 43
2018
Q4 		$4.87M Buy
36,353
+1,828
+5% +$273K 0.6% 32
2018
Q3 		$5.82M Buy
34,525
+8,392
+32% +$1.42M 0.67% 24
2018
Q2 		$4.28M Buy
26,133
+2,182
+9% +$349K 0.58% 28
2018
Q1 		$3.64M Buy
23,951
+1,320
+6% +$204K 0.54% 33
2017
Q4 		$3.45M Buy
+22,631
New +$3.4M 0.55% 32

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Portfolios Advisors's IWM Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.04% in Q3 2022, selling an estimated $2.74K and leaving 40,864 shares worth $6.74M. The position accounts for 0.29% of the portfolio, ranked #62.

American Portfolios Advisors first reported a position in IWM in Q4 2017 and has held it in 20 quarters since. The position peaked at $13.7M in Q2 2021. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • American Portfolios Advisors held 40,864 shares of iShares Russell 2000 ETF worth $6.74M as of Q3 2022.
  • American Portfolios Advisors sold 15 iShares Russell 2000 ETF shares in Q3 2022, an estimated $2.74K.
  • iShares Russell 2000 ETF made up 0.29% of American Portfolios Advisors's portfolio in Q3 2022, its #62 holding.
  • American Portfolios Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Russell 2000 ETF position peaked at $13.7M in Q2 2021.
  • 1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.