Baldrige Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Baldrige Asset 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 Q1	$390K	Hold	2,188	–	–	0.16%	78
2022 Q4	$382K	Buy	2,188 +2	+0.1%	+$356	0.17%	81
2022 Q3	$361K	Sell	2,186 -17	-0.8%	-$3.1K	0.17%	79
2022 Q2	$373K	Hold	2,203	–	–	0.17%	80
2022 Q1	$452K	Sell	2,203 -36	-2%	-$7.34K	0.18%	76
2021 Q4	$498K	Hold	2,239	–	–	0.19%	70
2021 Q3	$490K	Hold	2,239	–	–	0.2%	69
2021 Q2	$514K	Hold	2,239	–	–	0.22%	64
2021 Q1	$495K	Sell	2,239 -74	-3%	-$16.2K	0.27%	58
2020 Q4	$453K	Hold	2,313	–	–	0.27%	60
2020 Q3	$346K	Sell	2,313 -15	-0.6%	-$2.26K	0.23%	66
2020 Q2	$333K	Hold	2,328	–	–	0.25%	63
2020 Q1	$266K	Sell	2,328 -153	-6%	-$22.8K	0.23%	65
2019 Q4	$411K	Sell	2,481 -39	-2%	-$6.16K	0.34%	55
2019 Q3	$381K	Sell	2,520 -45	-2%	-$6.87K	0.34%	53
2019 Q2	$399K	Sell	2,565 -17	-0.7%	-$2.62K	0.37%	50
2019 Q1	$395K	Buy	+2,582	New	+$388K	0.39%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Baldrige Asset Management's IWM Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2023 at 2,188 shares worth $390K. The position accounts for 0.16% of the portfolio, ranked #78.

Baldrige Asset Management first reported a position in IWM in Q1 2019 and has held it in 17 quarters since. The position peaked at $514K in Q2 2021. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Baldrige Asset Management held 2,188 shares of iShares Russell 2000 ETF worth $390K as of Q1 2023.
Baldrige Asset Management left its iShares Russell 2000 ETF share count unchanged in Q1 2023.
iShares Russell 2000 ETF made up 0.16% of Baldrige Asset Management's portfolio in Q1 2023, its #78 holding.
Baldrige Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's iShares Russell 2000 ETF position peaked at $514K in Q2 2021.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.