CFO4Life’s iShares Russell 2000 ETF IWM Stock Holding History

CFO4Life’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 Q4	$8.02M	Buy	+46,001	New	+$8.18M	1.7%	16
2016 Q1	–	Sell	-10,667	Closed	-$1.2M	–	95
2015 Q4	$1.2M	Sell	10,667 -129	-1%	-$14.9K	1.14%	20
2015 Q3	$1.18M	Sell	10,796 -1,732	-14%	-$205K	1.25%	16
2015 Q2	$1.56M	Sell	12,528 -470	-4%	-$58.7K	1.3%	18
2015 Q1	$1.62M	Sell	12,998 -35,633	-73%	-$4.3M	1.35%	17
2014 Q4	$5.82M	Buy	+48,631	New	+$5.56M	4.8%	5

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CFO4Life's IWM Position: Q4 2022 in Review

CFO4Life opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2022: 46,001 shares worth $8.02M. The stake represents 1.7% of the portfolio and ranks #16 among its holdings. This is a return to the name: CFO4Life previously reported a position in IWM as recently as Q4 2015.

CFO4Life first reported a position in IWM in Q4 2014 and has held it in 6 quarters since. 1,984 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

CFO4Life held 46,001 shares of iShares Russell 2000 ETF worth $8.02M as of Q4 2022.
iShares Russell 2000 ETF was a new CFO4Life position in Q4 2022.
iShares Russell 2000 ETF made up 1.7% of CFO4Life's portfolio in Q4 2022, its #16 holding.
CFO4Life first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 6 quarters since.
1,984 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.