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

Arbor 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
2021 Q4	$258K	Buy	+1,161	New	+$262K	0.06%	52
2019 Q3	–	Sell	-360	Closed	-$56K	–	122
2019 Q2	$56K	Hold	360	–	–	0.03%	81
2019 Q1	$55K	Sell	360 -133	-27%	-$20K	0.03%	78
2018 Q4	$66K	Buy	+493	New	+$73.6K	0.06%	68

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Arbor Wealth Management's IWM Position: Q4 2021 in Review

Arbor Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2021: 1,161 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #52 among its holdings. This is a return to the name: Arbor Wealth Management previously reported a position in IWM as recently as Q2 2019.

Arbor Wealth Management first reported a position in IWM in Q4 2018 and has held it in 4 quarters since. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Arbor Wealth Management held 1,161 shares of iShares Russell 2000 ETF worth $258K as of Q4 2021.
iShares Russell 2000 ETF was a new Arbor Wealth Management position in Q4 2021.
iShares Russell 2000 ETF made up 0.06% of Arbor Wealth Management's portfolio in Q4 2021, its #52 holding.
Arbor Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 4 quarters since.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.