Centennial Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Centennial Wealth Advisory’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
2024 Q3	–	Sell	-9,297	Closed	-$1.89M	–	159
2024 Q2	$1.89M	Buy	9,297 +715	+8%	+$144K	0.82%	22
2024 Q1	$1.81M	Buy	8,582 +852	+11%	+$170K	0.83%	20
2023 Q4	$1.55M	Sell	7,730 -402	-5%	-$72K	0.79%	23
2023 Q3	$1.44M	Buy	8,132 +438	+6%	+$82.2K	0.77%	34
2023 Q2	$1.44M	Sell	7,694 -112	-1%	-$20K	0.75%	33
2023 Q1	$1.39M	Buy	7,806 +404	+5%	+$74.4K	0.74%	33
2022 Q4	$1.29M	Sell	7,402 -153	-2%	-$27.2K	0.72%	33
2022 Q3	$1.25M	Buy	7,555 +85	+1%	+$15.5K	0.73%	33
2022 Q2	$1.26M	Sell	7,470 -674	-8%	-$124K	0.71%	37
2022 Q1	$1.67M	Buy	8,144 +1,010	+14%	+$206K	0.91%	32
2021 Q4	$1.59M	Buy	7,134 +133	+2%	+$30.1K	0.9%	29
2021 Q3	$1.53M	Buy	7,001 +583	+9%	+$129K	0.91%	32
2021 Q2	$1.47M	Sell	6,418 -1,773	-22%	-$399K	0.92%	35
2021 Q1	$1.81M	Sell	8,191 -4,930	-38%	-$1.08M	1.19%	29
2020 Q4	$2.57M	Buy	+13,121	New	+$2.3M	1.82%	18

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Centennial Wealth Advisory's IWM Position: Q3 2024 in Review

Centennial Wealth Advisory sold out of iShares Russell 2000 ETF (IWM) in Q3 2024, closing a stake of 9,297 shares — an estimated $1.89M sold.

Centennial Wealth Advisory first reported a position in IWM in Q4 2020 and held it in 15 quarters. The position peaked at $2.57M in Q4 2020. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Centennial Wealth Advisory reported no remaining iShares Russell 2000 ETF position as of Q3 2024 after selling out during the quarter.
Centennial Wealth Advisory sold 9,297 iShares Russell 2000 ETF shares in Q3 2024, an estimated $1.89M.
Centennial Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 15 quarters.
Centennial Wealth Advisory's iShares Russell 2000 ETF position peaked at $2.57M in Q4 2020.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

Based on Centennial Wealth Advisory's 13F filing for Q3 2024, filed 30 Oct 2024.