Clear Perspective Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clear Perspective Advisors’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
2021 Q4	$1.04M	Buy	4,656 +294	+7%	+$66.4K	0.31%	58
2021 Q3	$954K	Buy	4,362 +414	+10%	+$91.8K	0.33%	60
2021 Q2	$906K	Buy	+3,948	New	+$888K	0.31%	61
2018 Q3	–	Sell	-335	Closed	-$55K	–	281
2018 Q2	$55K	Sell	335 -391	-54%	-$62.5K	0.04%	241
2018 Q1	$99K	Buy	726 +85	+13%	+$13.1K	0.07%	193
2017 Q4	$87K	Buy	641 +391	+156%	+$58.7K	0.07%	198
2017 Q3	$37K	Hold	250	–	–	0.03%	251
2017 Q2	$35K	Hold	250	–	–	0.03%	250
2017 Q1	$34K	Hold	250	–	–	0.02%	238
2016 Q4	$34K	Buy	+250	New	+$31.9K	0.02%	231

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Clear Perspective Advisors's IWM Position: Q4 2021 in Review

Clear Perspective Advisors increased its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q4 2021, buying an estimated $66.4K and bringing the position to 4,656 shares worth $1.04M. The position accounts for 0.31% of the portfolio, ranked #58.

Clear Perspective Advisors first reported a position in IWM in Q4 2016 and has held it in 10 quarters since. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Clear Perspective Advisors held 4,656 shares of iShares Russell 2000 ETF worth $1.04M as of Q4 2021.
Clear Perspective Advisors bought 294 iShares Russell 2000 ETF shares in Q4 2021, an estimated $66.4K.
iShares Russell 2000 ETF made up 0.31% of Clear Perspective Advisors's portfolio in Q4 2021, its #58 holding.
Clear Perspective Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 10 quarters since.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.