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

Baker Tilly 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
2023 Q3	–	Sell	-1,288	Closed	-$241K	–	515
2023 Q2	$241K	Sell	1,288 -490	-28%	-$87.4K	0.03%	489
2023 Q1	$317K	Sell	1,778 -324	-15%	-$59.7K	0.04%	442
2022 Q4	$367K	Buy	2,102 +795	+61%	+$141K	0.05%	400
2022 Q3	$216K	Sell	1,307 -35	-3%	-$6.38K	0.03%	464
2022 Q2	$227K	Buy	+1,342	New	+$247K	0.03%	453

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Baker Tilly Wealth Management's IWM Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 1,288 shares — an estimated $241K sold.

Baker Tilly Wealth Management first reported a position in IWM in Q2 2022 and held it in 5 quarters. The position peaked at $367K in Q4 2022. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Baker Tilly Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 1,288 iShares Russell 2000 ETF shares in Q3 2023, an estimated $241K.
Baker Tilly Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2022 and held it in 5 quarters.
Baker Tilly Wealth Management's iShares Russell 2000 ETF position peaked at $367K in Q4 2022.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.