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Better Money Decisions’s iShares Russell 2000 ETF IWM Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-880
Closed -$149K – 239
2022
Q2 		$149K Buy
+880
New +$162K 0.13% 68
2021
Q4 		– Sell
-254
Closed -$56K – 318
2021
Q3 		$56K Buy
254
+101
+66% +$22.4K 0.05% 151
2021
Q2 		$35K Hold
153
– – 0.03% 186
2021
Q1 		$34K Buy
+153
New +$33.4K 0.04% 157

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Better Money Decisions's IWM Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 880 shares — an estimated $149K sold.

Better Money Decisions first reported a position in IWM in Q1 2021 and held it in 4 quarters. The position peaked at $149K in Q2 2022. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

  • Better Money Decisions reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 880 iShares Russell 2000 ETF shares in Q3 2022, an estimated $149K.
  • Better Money Decisions first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's iShares Russell 2000 ETF position peaked at $149K in Q2 2022.
  • 1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.