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Asset Planning Services (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Asset Planning Services (Pennsylvania)’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 		$340K Sell
1,528
-35
-2% -$7.91K 0.16% 63
2021
Q3 		$342K Sell
1,563
-63
-4% -$14K 0.16% 63
2021
Q2 		$373K Sell
1,626
-84
-5% -$18.9K 0.18% 59
2021
Q1 		$378K Sell
1,710
-103
-6% -$22.5K 0.17% 61
2020
Q4 		$355K Sell
1,813
-1,736
-49% -$304K 0.17% 60
2020
Q3 		$532K Buy
3,549
+437
+14% +$65.7K 0.23% 54
2020
Q2 		$446K Sell
3,112
-108
-3% -$14.2K 0.19% 56
2020
Q1 		$369K Sell
3,220
-92
-3% -$13.7K 0.18% 58
2019
Q4 		$549K Sell
3,312
-125
-4% -$19.8K 0.23% 56
2019
Q3 		$520K Sell
3,437
-182
-5% -$27.8K 0.23% 55
2019
Q2 		$563K Buy
3,619
+75
+2% +$11.6K 0.25% 53
2019
Q1 		$543K Sell
3,544
-343
-9% -$51.5K 0.25% 51
2018
Q4 		$521K Sell
3,887
-462
-11% -$68.9K 0.26% 45
2018
Q3 		$685K Sell
4,349
-684
-14% -$115K 0.33% 41
2018
Q2 		$824K Buy
5,033
+108
+2% +$17.3K 0.4% 37
2018
Q1 		$748K Sell
4,925
-152
-3% -$23.5K 0.38% 41
2017
Q4 		$774K Sell
5,077
-142
-3% -$21.3K 0.4% 40
2017
Q3 		$773K Sell
5,219
-71
-1% -$9.99K 0.43% 39
2017
Q2 		$746K Sell
5,290
-342
-6% -$47.3K 0.48% 37
2017
Q1 		$774K Buy
5,632
+1,176
+26% +$161K 0.52% 34
2016
Q4 		$601K Sell
4,456
-111
-2% -$14.2K 0.48% 34
2016
Q3 		$567K Sell
4,567
-221
-5% -$26.9K 0.47% 34
2016
Q2 		$551K Hold
4,788
– – 0.48% 34
2016
Q1 		$530K Buy
4,788
+13
+0.3% +$1.35K 0.48% 33
2015
Q4 		$538K Buy
4,775
+33
+0.7% +$3.81K 0.52% 33
2015
Q3 		$518K Sell
4,742
-250
-5% -$29.6K 0.52% 34
2015
Q2 		$623K Buy
+4,992
New +$624K 0.6% 30

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IWM Position: Q4 2021 in Review

Asset Planning Services (Pennsylvania) reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q4 2021, selling an estimated $7.91K and leaving 1,528 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #63.

Asset Planning Services (Pennsylvania) first reported a position in IWM in Q2 2015 and has held it in 27 quarters since. The position peaked at $824K in Q2 2018. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Asset Planning Services (Pennsylvania) held 1,528 shares of iShares Russell 2000 ETF worth $340K as of Q4 2021.
  • Asset Planning Services (Pennsylvania) sold 35 iShares Russell 2000 ETF shares in Q4 2021, an estimated $7.91K.
  • iShares Russell 2000 ETF made up 0.16% of Asset Planning Services (Pennsylvania)'s portfolio in Q4 2021, its #63 holding.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 27 quarters since.
  • Asset Planning Services (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $824K in Q2 2018.
  • 2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2021, filed 14 Feb 2022.