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
2019 Q3	–	Sell	-2,500	Closed	-$389K	–	637
2019 Q2	$389K	Buy	+2,500	New	+$385K	0.11%	125

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.