Baugh & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Baugh & Associates’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	-1,577	Closed	-$295K	–	42
2023 Q2	$295K	Hold	1,577	–	–	0.18%	36
2023 Q1	$281K	Hold	1,577	–	–	0.18%	35
2022 Q4	$275K	Hold	1,577	–	–	0.18%	35
2022 Q3	$260K	Hold	1,577	–	–	0.18%	35
2022 Q2	$267K	Hold	1,577	–	–	0.18%	35
2022 Q1	$324K	Hold	1,577	–	–	0.19%	36
2021 Q4	$351K	Hold	1,577	–	–	0.19%	37
2021 Q3	$345K	Hold	1,577	–	–	0.21%	37
2021 Q2	$362K	Hold	1,577	–	–	0.22%	37
2021 Q1	$348K	Hold	1,577	–	–	0.23%	36
2020 Q4	$309K	Hold	1,577	–	–	0.22%	36
2020 Q3	$236K	Hold	1,577	–	–	0.19%	36
2020 Q2	$226K	Buy	+1,577	New	+$207K	0.18%	37
2020 Q1	–	Sell	-1,577	Closed	-$261K	–	40
2019 Q4	$261K	Hold	1,577	–	–	0.19%	37
2019 Q3	$239K	Hold	1,577	–	–	0.19%	37
2019 Q2	$245K	Sell	1,577 -130	-8%	-$20K	0.19%	37
2019 Q1	$261K	Hold	1,707	–	–	0.21%	37
2018 Q4	$229K	Hold	1,707	–	–	0.2%	39
2018 Q3	$288K	Hold	1,707	–	–	0.23%	38
2018 Q2	$280K	Hold	1,707	–	–	0.24%	39
2018 Q1	$259K	Hold	1,707	–	–	0.21%	40
2017 Q4	$260K	Buy	+1,707	New	+$256K	0.22%	39

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Baugh & Associates's IWM Position: Q3 2023 in Review

Baugh & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 1,577 shares — an estimated $295K sold.

Baugh & Associates first reported a position in IWM in Q4 2017 and held it in 22 quarters. The position peaked at $362K in Q2 2021. 1,916 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Baugh & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Baugh & Associates sold 1,577 iShares Russell 2000 ETF shares in Q3 2023, an estimated $295K.
Baugh & Associates first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 22 quarters.
Baugh & Associates's iShares Russell 2000 ETF position peaked at $362K in Q2 2021.
1,916 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Baugh & Associates's 13F filing for Q3 2023, filed 13 Oct 2023.