BT Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

BT Wealth 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	$2.77M	Buy	16,385 +3	+0%	+$553	0.78%	14
2022 Q1	$3.36M	Buy	16,382 +98	+0.6%	+$20K	0.88%	11
2021 Q4	$3.62M	Buy	16,284 +8	+0%	+$1.81K	0.98%	13
2021 Q3	$3.56M	Sell	16,276 -2,391	-13%	-$530K	1.11%	13
2021 Q2	$4.28M	Sell	18,667 -2,091	-10%	-$470K	1.3%	11
2021 Q1	$4.59M	Sell	20,758 -3,114	-13%	-$680K	1.53%	11
2020 Q4	$4.68M	Sell	23,872 -93	-0.4%	-$16.3K	1.74%	10
2020 Q3	$3.59M	Sell	23,965 -1,893	-7%	-$285K	1.56%	10
2020 Q2	$3.7M	Sell	25,858 -3,765	-13%	-$494K	1.88%	8
2020 Q1	$3.39M	Sell	29,623 -1,087	-4%	-$162K	1.94%	8
2019 Q4	$5.09M	Sell	30,710 -361	-1%	-$57.1K	2.59%	10
2019 Q3	$4.7M	Sell	31,071 -118	-0.4%	-$18K	2.62%	11
2019 Q2	$4.66M	Sell	31,189 -150	-0.5%	-$23.1K	2.69%	11
2019 Q1	$4.8M	Sell	31,339 -8,640	-22%	-$1.3M	2.83%	10
2018 Q4	$6.15M	Buy	+39,979	New	+$5.97M	2.65%	11

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

BT Wealth Management's IWM Position: Q2 2022 in Review

BT Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q2 2022, buying an estimated $553 and bringing the position to 16,385 shares worth $2.77M. The position accounts for 0.78% of the portfolio, ranked #14.

BT Wealth Management first reported a position in IWM in Q4 2018 and has held it in 15 quarters since. The position peaked at $6.15M in Q4 2018. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

BT Wealth Management held 16,385 shares of iShares Russell 2000 ETF worth $2.77M as of Q2 2022.
BT Wealth Management bought 3 iShares Russell 2000 ETF shares in Q2 2022, an estimated $553.
iShares Russell 2000 ETF made up 0.78% of BT Wealth Management's portfolio in Q2 2022, its #14 holding.
BT Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's iShares Russell 2000 ETF position peaked at $6.15M in Q4 2018.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.