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Bridgeworth’s iShares Russell 2000 ETF IWM Stock Holding History

Bridgeworth’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
Q4 		$301K Buy
1,499
+47
+3% +$8.42K 0.03% 140
2023
Q3 		$257K Sell
1,452
-864
-37% -$162K 0.03% 141
2023
Q2 		$434K Buy
2,316
+808
+54% +$144K 0.05% 109
2023
Q1 		$269K Sell
1,508
-94
-6% -$17.3K 0.03% 137
2022
Q4 		$279K Sell
1,602
-348
-18% -$61.9K 0.04% 128
2022
Q3 		$322K Sell
1,950
-903
-32% -$165K 0.07% 104
2022
Q2 		$483K Buy
2,853
+6
+0.2% +$1.11K 0.11% 87
2022
Q1 		$584K Sell
2,847
-693
-20% -$141K 0.13% 76
2021
Q4 		$787K Buy
3,540
+270
+8% +$61K 0.17% 69
2021
Q3 		$715K Sell
3,270
-215
-6% -$47.7K 0.2% 61
2021
Q2 		$799K Buy
3,485
+465
+15% +$105K 0.23% 54
2021
Q1 		$667K Sell
3,020
-667
-18% -$146K 0.21% 59
2020
Q4 		$723K Sell
3,687
-171
-4% -$29.9K 0.24% 54
2020
Q3 		$578K Sell
3,858
-356
-8% -$53.6K 0.22% 65
2020
Q2 		$603K Sell
4,214
-107
-2% -$14K 0.24% 61
2020
Q1 		$495K Sell
4,321
-42
-1% -$6.26K 0.23% 63
2019
Q4 		$723K Sell
4,363
-376
-8% -$59.4K 0.27% 51
2019
Q3 		$717K Sell
4,739
-761
-14% -$116K 0.27% 50
2019
Q2 		$855K Buy
5,500
+118
+2% +$18.2K 0.32% 49
2019
Q1 		$824K Buy
5,382
+15
+0.3% +$2.25K 0.33% 50
2018
Q4 		$667K Sell
5,367
-82
-2% -$12.2K 0.38% 41
2018
Q3 		$842K Buy
5,449
+223
+4% +$37.6K 0.47% 36
2018
Q2 		$855K Sell
5,226
-690
-12% -$110K 0.37% 39
2018
Q1 		$881K Buy
+5,916
New +$914K 0.4% 42
2017
Q3 		– Sell
-6,357
Closed -$887K – 96
2017
Q2 		$887K Sell
6,357
-692
-10% -$95.8K 0.45% 42
2017
Q1 		$951K Sell
7,049
-656
-9% -$89.6K 0.5% 37
2016
Q4 		$1.05M Buy
+7,705
New +$985K 0.58% 33

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 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

Bridgeworth's IWM Position: Q4 2023 in Review

Bridgeworth increased its iShares Russell 2000 ETF (IWM) stake by 3.2% in Q4 2023, buying an estimated $8.42K and bringing the position to 1,499 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #140.

Bridgeworth first reported a position in IWM in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.05M in Q4 2016. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

  • Bridgeworth held 1,499 shares of iShares Russell 2000 ETF worth $301K as of Q4 2023.
  • Bridgeworth bought 47 iShares Russell 2000 ETF shares in Q4 2023, an estimated $8.42K.
  • iShares Russell 2000 ETF made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #140 holding.
  • Bridgeworth first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 27 quarters since.
  • Bridgeworth's iShares Russell 2000 ETF position peaked at $1.05M in Q4 2016.
  • 2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.