Divergent Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Divergent Wealth 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
2023 Q1	–	Sell	-1,341	Closed	-$234K	–	31
2022 Q4	$234K	Buy	+1,341	New	+$238K	0.06%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Divergent Wealth Advisors's IWM Position: Q1 2023 in Review

Divergent Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 1,341 shares — an estimated $234K sold.

Divergent Wealth Advisors first reported a position in IWM in Q4 2022 and held it in 1 quarter. The position peaked at $234K in Q4 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Divergent Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Divergent Wealth Advisors sold 1,341 iShares Russell 2000 ETF shares in Q1 2023, an estimated $234K.
Divergent Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
Divergent Wealth Advisors's iShares Russell 2000 ETF position peaked at $234K in Q4 2022.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Divergent Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.