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Braun-Bostich & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Braun-Bostich & Associates’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
Q2 		– Sell
-3,317
Closed -$681K – 71
2022
Q1 		$681K Buy
+3,317
New +$677K 1.46% 21
2021
Q4 		– Sell
-4,823
Closed -$1.05M – 126
2021
Q3 		$1.05M Buy
4,823
+282
+6% +$62.5K 1.99% 18
2021
Q2 		$1.04M Buy
+4,541
New +$1.02M 1.9% 17

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Braun-Bostich & Associates's IWM Position: Q2 2022 in Review

Braun-Bostich & Associates sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 3,317 shares — an estimated $681K sold.

Braun-Bostich & Associates first reported a position in IWM in Q2 2021 and held it in 3 quarters. The position peaked at $1.05M in Q3 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Braun-Bostich & Associates reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,317 iShares Russell 2000 ETF shares in Q2 2022, an estimated $681K.
  • Braun-Bostich & Associates first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 3 quarters.
  • Braun-Bostich & Associates's iShares Russell 2000 ETF position peaked at $1.05M in Q3 2021.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Braun-Bostich & Associates's 13F filing for Q2 2022, filed 16 Aug 2022.