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Axim Planning & Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-202
Closed -$33K – 104
2022
Q3 		$33K Buy
202
+199
+6,633% +$36.3K 0.03% 64
2022
Q2 		$1K Buy
+3
New +$553 ﹤0.01% 133

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Axim Planning & Wealth's IWM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 202 shares — an estimated $33K sold.

Axim Planning & Wealth first reported a position in IWM in Q2 2022 and held it in 2 quarters. The position peaked at $33K in Q3 2022. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 202 iShares Russell 2000 ETF shares in Q4 2022, an estimated $33K.
  • Axim Planning & Wealth first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Russell 2000 ETF position peaked at $33K in Q3 2022.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.