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Emerson Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Emerson Wealth’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
Q2 		$16.1M Sell
122,314
-1,396
-1% -$257K 10.52% 3
2022
Q1 		$19.8M Sell
123,710
-4,338
-3% -$885K 10.97% 3
2021
Q4 		$22.3M Buy
128,048
+2,962
+2% +$669K 11.61% 3
2021
Q3 		$21.2M Buy
125,086
+1,973
+2% +$437K 11.84% 3
2021
Q2 		$21.9M Buy
123,113
+1,992
+2% +$448K 12.08% 3
2021
Q1 		$20.7M Sell
121,121
-17,446
-13% -$3.81M 12.32% 3
2020
Q4 		$21.8M Sell
138,567
-352
-0.3% -$61.6K 12.89% 3
2020
Q3 		$17M Sell
138,919
-4,379
-3% -$659K 11.48% 3
2020
Q2 		$16.7M Sell
143,298
-5,643
-4% -$740K 11.82% 3
2020
Q1 		$14M Sell
148,941
-86,304
-37% -$12.9M 12.43% 2
2019
Q4 		$34.6M Buy
235,245
+8,219
+4% +$1.3M 23.31% 2
2019
Q3 		$30.4M Buy
227,026
+7,696
+4% +$1.18M 22.43% 2
2019
Q2 		$30.2M Buy
219,330
+39,580
+22% +$6.1M 22.21% 2
2019
Q1 		$27.5M Buy
179,750
+48,980
+37% +$7.36M 21.01% 2
2018
Q4 		$17.5M Buy
+130,770
New +$19.5M 16.89% 2

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Emerson Wealth's IWM Position: Q2 2022 in Review

Emerson Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 1.1% in Q2 2022, selling an estimated $257K and leaving 122,314 shares worth $16.1M. The position accounts for 10.52% of the portfolio, ranked #3.

Emerson Wealth first reported a position in IWM in Q4 2018 and has held it in 15 quarters since. The position peaked at $34.6M in Q4 2019. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Emerson Wealth held 122,314 shares of iShares Russell 2000 ETF worth $16.1M as of Q2 2022.
  • Emerson Wealth sold 1,396 iShares Russell 2000 ETF shares in Q2 2022, an estimated $257K.
  • iShares Russell 2000 ETF made up 10.52% of Emerson Wealth's portfolio in Q2 2022, its #3 holding.
  • Emerson Wealth first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's iShares Russell 2000 ETF position peaked at $34.6M in Q4 2019.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.