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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

DB Wealth Management Group's IWM Position: Q4 2023 in Review

DB Wealth Management Group held its iShares Russell 2000 ETF (IWM) position steady in Q4 2023 at 220 shares worth $44.2K. The position accounts for 0.03% of the portfolio, ranked #175.

DB Wealth Management Group first reported a position in IWM in Q4 2020 and has held it in 13 quarters since. The position peaked at $50K in Q2 2021. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

DB Wealth Management Group held 220 shares of iShares Russell 2000 ETF worth $44.2K as of Q4 2023.
DB Wealth Management Group left its iShares Russell 2000 ETF share count unchanged in Q4 2023.
iShares Russell 2000 ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #175 holding.
DB Wealth Management Group first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's iShares Russell 2000 ETF position peaked at $50K in Q2 2021.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.