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

DB Wealth Management Group’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
2023
Q4 		$44.2K Hold
220
– – 0.03% 175
2023
Q3 		$38.9K Hold
220
– – 0.02% 177
2023
Q2 		$41.2K Hold
220
– – 0.03% 171
2023
Q1 		$39.2K Hold
220
– – 0.02% 166
2022
Q4 		$38.4K Hold
220
– – 0.02% 165
2022
Q3 		$36K Hold
220
– – 0.03% 173
2022
Q2 		$37K Hold
220
– – 0.03% 178
2022
Q1 		$45K Hold
220
– – 0.03% 177
2021
Q4 		$49K Hold
220
– – 0.03% 166
2021
Q3 		$48K Hold
220
– – 0.03% 162
2021
Q2 		$50K Hold
220
– – 0.03% 160
2021
Q1 		$49K Hold
220
– – 0.03% 160
2020
Q4 		$43K Buy
+220
New +$38.5K 0.03% 158

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return