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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 1,856 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.
1,856 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.