BDO Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

BDO Wealth Advisors’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 Q2	$332K	Sell	1,773 -25	-1%	-$4.46K	0.04%	208
2023 Q1	$321K	Hold	1,798	–	–	0.04%	200
2022 Q4	$313K	Buy	1,798 +50	+3%	+$8.89K	0.04%	217
2022 Q3	$288K	Sell	1,748 -210	-11%	-$38.3K	0.04%	214
2022 Q2	$332K	Buy	1,958 +20	+1%	+$3.69K	0.04%	204
2022 Q1	$398K	Sell	1,938 -22	-1%	-$4.49K	0.04%	201
2021 Q4	$436K	Buy	1,960 +91	+5%	+$20.6K	0.05%	196
2021 Q3	$409K	Sell	1,869 -148	-7%	-$32.8K	0.05%	200
2021 Q2	$463K	Hold	2,017	–	–	0.05%	195
2021 Q1	$446K	Buy	2,017 +15	+0.7%	+$3.27K	0.05%	192
2020 Q4	$393K	Buy	2,002 +10	+0.5%	+$1.75K	0.06%	168
2020 Q3	$298K	Sell	1,992 -191	-9%	-$28.7K	0.05%	178
2020 Q2	$313K	Sell	2,183 -943	-30%	-$124K	0.06%	171
2020 Q1	$358K	Sell	3,126 -760	-20%	-$113K	0.07%	146
2019 Q4	$644K	Buy	3,886 +439	+13%	+$69.4K	0.17%	101
2019 Q3	$522K	Sell	3,447 -86	-2%	-$13.1K	0.13%	118
2019 Q2	$549K	Sell	3,533 -88	-2%	-$13.6K	0.15%	106
2019 Q1	$554K	Buy	3,621 +2,244	+163%	+$337K	0.16%	105
2018 Q4	$184K	Hold	1,377	–	–	0.06%	156
2018 Q3	$232K	Hold	1,377	–	–	0.08%	145
2018 Q2	$226K	Buy	1,377 +545	+66%	+$87.2K	0.08%	146
2018 Q1	$126K	Sell	832 -95	-10%	-$14.7K	0.05%	160
2017 Q4	$141K	Sell	927 -45	-5%	-$6.76K	0.06%	131
2017 Q3	$144K	Hold	972	–	–	0.07%	120
2017 Q2	$137K	Buy	+972	New	+$135K	0.06%	144

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BDO Wealth Advisors's IWM Position: Q2 2023 in Review

BDO Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2023, selling an estimated $4.46K and leaving 1,773 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #208.

BDO Wealth Advisors first reported a position in IWM in Q2 2017 and has held it in 25 quarters since. The position peaked at $644K in Q4 2019. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

BDO Wealth Advisors held 1,773 shares of iShares Russell 2000 ETF worth $332K as of Q2 2023.
BDO Wealth Advisors sold 25 iShares Russell 2000 ETF shares in Q2 2023, an estimated $4.46K.
iShares Russell 2000 ETF made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #208 holding.
BDO Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's iShares Russell 2000 ETF position peaked at $644K in Q4 2019.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.