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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 – 527
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return