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Asset Planning Corporation’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Planning Corporation’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
Q1 		– Sell
-1,338
Closed -$298K – 36
2021
Q4 		$298K Buy
+1,338
New +$302K 0.25% 29
2021
Q1 		– Sell
-160
Closed -$31K – 49
2020
Q4 		$31K Buy
+160
New +$28K 0.03% 57

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Planning Corporation's IWM Position: Q1 2022 in Review

Asset Planning Corporation sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 1,338 shares — an estimated $298K sold.

Asset Planning Corporation first reported a position in IWM in Q4 2020 and held it in 2 quarters. The position peaked at $298K in Q4 2021. 1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • Asset Planning Corporation reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • Asset Planning Corporation sold 1,338 iShares Russell 2000 ETF shares in Q1 2022, an estimated $298K.
  • Asset Planning Corporation first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
  • Asset Planning Corporation's iShares Russell 2000 ETF position peaked at $298K in Q4 2021.
  • 1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Asset Planning Corporation's 13F filing for Q1 2022, filed 13 May 2022.