Bruderman Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bruderman Asset Management’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	-1,105	Closed	-$227K	–	68
2022 Q1	$227K	Sell	1,105 -3,258	-75%	-$665K	0.34%	64
2021 Q4	$966K	Sell	4,363 -10,307	-70%	-$2.33M	0.74%	50
2021 Q3	$3.21M	Buy	+14,670	New	+$3.25M	0.81%	43
2021 Q2	–	Sell	-13,556	Closed	-$3M	–	99
2021 Q1	$3M	Sell	13,556 -396	-3%	-$86.5K	0.83%	40
2020 Q4	$2.73M	Sell	13,952 -1,620	-10%	-$283K	0.79%	41
2020 Q3	$2.33M	Sell	15,572 -599	-4%	-$90.1K	0.77%	44
2020 Q2	$2.29M	Sell	16,171 -1,059	-6%	-$139K	0.76%	45
2020 Q1	$1.84M	Sell	17,230 -9,859	-36%	-$1.47M	0.73%	42
2019 Q4	$4.49M	Sell	27,089 -3,770	-12%	-$596K	1.4%	27
2019 Q3	$4.91M	Sell	30,859 -7,217	-19%	-$1.1M	1.24%	28
2019 Q2	$5.92M	Sell	38,076 -3,021	-7%	-$466K	1.4%	28
2019 Q1	$6.29M	Sell	41,097 -976	-2%	-$147K	1.38%	26
2018 Q4	$5.63M	Buy	42,073 +2,363	+6%	+$353K	1.45%	25
2018 Q3	$6.69M	Buy	39,710 +2,089	+6%	+$353K	1.54%	20
2018 Q2	$6.16M	Buy	37,621 +1,820	+5%	+$291K	1.5%	19
2018 Q1	$5.44M	Buy	35,801 +1,606	+5%	+$248K	1.3%	26
2017 Q4	$5.21M	Buy	34,195 +2,374	+7%	+$357K	1.32%	26
2017 Q3	$4.71M	Buy	31,821 +1,777	+6%	+$250K	1.22%	26
2017 Q2	$4.23M	Buy	30,044 +2,357	+9%	+$326K	1.13%	28
2017 Q1	$3.81M	Buy	27,687 +1,408	+5%	+$192K	1.1%	31
2016 Q4	$3.54M	Sell	26,279 -609	-2%	-$77.8K	1.07%	30
2016 Q3	$3.34M	Buy	26,888 +1,173	+5%	+$143K	1%	31
2016 Q2	$2.96M	Buy	25,715 +1,735	+7%	+$196K	0.93%	30
2016 Q1	$2.65M	Buy	23,980 +1,320	+6%	+$137K	0.92%	31
2015 Q4	$2.55M	Buy	22,660 +2,866	+14%	+$331K	0.96%	33
2015 Q3	$2.16M	Buy	19,794 +1,380	+7%	+$164K	0.85%	33
2015 Q2	$2.3M	Buy	18,414 +1,450	+9%	+$181K	0.88%	30
2015 Q1	$2.11M	Buy	+16,964	New	+$2.04M	0.82%	32

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bruderman Asset Management's IWM Position: Q2 2022 in Review

Bruderman Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,105 shares — an estimated $227K sold.

Bruderman Asset Management first reported a position in IWM in Q1 2015 and held it in 28 quarters. The position peaked at $6.69M in Q3 2018. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Bruderman Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Bruderman Asset Management sold 1,105 iShares Russell 2000 ETF shares in Q2 2022, an estimated $227K.
Bruderman Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 28 quarters.
Bruderman Asset Management's iShares Russell 2000 ETF position peaked at $6.69M in Q3 2018.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.