Bellwether Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bellwether 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 Q1	–	Sell	-106	Closed	-$18.5K	–	510
2022 Q4	$18.5K	Hold	106	–	–	0.01%	245
2022 Q3	$17K	Hold	106	–	–	0.01%	226
2022 Q2	$17K	Hold	106	–	–	0.01%	224
2022 Q1	$21K	Hold	106	–	–	0.01%	250
2021 Q4	$23K	Hold	106	–	–	0.01%	259
2021 Q3	$23K	Hold	106	–	–	0.01%	236
2021 Q2	$24K	Hold	106	–	–	0.01%	211
2021 Q1	$23K	Hold	106	–	–	0.01%	198
2020 Q4	$20K	Buy	+106	New	+$18.5K	0.01%	198

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Bellwether Advisors's IWM Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 106 shares — an estimated $18.5K sold.

Bellwether Advisors first reported a position in IWM in Q4 2020 and held it in 9 quarters. The position peaked at $24K in Q2 2021. 1,907 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Bellwether Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 106 iShares Russell 2000 ETF shares in Q1 2023, an estimated $18.5K.
Bellwether Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 9 quarters.
Bellwether Advisors's iShares Russell 2000 ETF position peaked at $24K in Q2 2021.
1,907 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.