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

Endurance Wealth Management’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 Q2	$145K	Buy	774 +5	+0.7%	+$891	0.02%	229
2023 Q1	$137K	Buy	769 +170	+28%	+$31.3K	0.02%	237
2022 Q4	$104K	Buy	599 +72	+14%	+$12.8K	0.02%	250
2022 Q3	$87K	Hold	527	–	–	0.01%	262
2022 Q2	$89K	Hold	527	–	–	0.01%	270
2022 Q1	$108K	Sell	527 -263	-33%	-$53.6K	0.01%	266
2021 Q4	$175K	Hold	790	–	–	0.02%	228
2021 Q3	$172K	Hold	790	–	–	0.02%	227
2021 Q2	$180K	Sell	790 -100	-11%	-$22.5K	0.02%	223
2021 Q1	$196K	Sell	890 -102	-10%	-$22.3K	0.02%	214
2020 Q4	$194K	Hold	992	–	–	0.02%	200
2020 Q3	$148K	Buy	992 +565	+132%	+$85K	0.02%	209
2020 Q2	$61K	Hold	427	–	–	0.01%	288
2020 Q1	$49K	Hold	427	–	–	0.01%	281
2019 Q4	$70K	Buy	427 +7	+2%	+$1.11K	0.01%	250
2019 Q3	$63K	Hold	420	–	–	0.01%	259
2019 Q2	$65K	Buy	420 +2	+0.5%	+$308	0.01%	247
2019 Q1	$64K	Hold	418	–	–	0.01%	248
2018 Q4	$56K	Hold	418	–	–	0.01%	249
2018 Q3	$70K	Hold	418	–	–	0.01%	249
2018 Q2	$68K	Hold	418	–	–	0.01%	250
2018 Q1	$63K	Hold	418	–	–	0.01%	263
2017 Q4	$64K	Hold	418	–	–	0.01%	255
2017 Q3	$62K	Hold	418	–	–	0.01%	250
2017 Q2	$59K	Hold	418	–	–	0.01%	259
2017 Q1	$57K	Sell	418 -8	-2%	-$1.09K	0.01%	261
2016 Q4	$57K	Buy	426 +25	+6%	+$3.19K	0.01%	253
2016 Q3	$50K	Sell	401 -45	-10%	-$5.47K	0.01%	265
2016 Q2	$51K	Buy	446 +45	+11%	+$5.08K	0.01%	257
2016 Q1	$44	Buy	401 +23	+6%	+$2.38K	0.01%	271
2015 Q4	$43K	Buy	378 +153	+68%	+$17.6K	0.01%	278
2015 Q3	$26K	Hold	225	–	–	﹤0.01%	322
2015 Q2	$28K	Buy	+225	New	+$28.1K	﹤0.01%	329

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Endurance Wealth Management's IWM Position: Q2 2023 in Review

Endurance Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.65% in Q2 2023, buying an estimated $891 and bringing the position to 774 shares worth $145K. The position accounts for 0.02% of the portfolio, ranked #229.

Endurance Wealth Management first reported a position in IWM in Q2 2015 and has held it in 33 quarters since. The position peaked at $196K in Q1 2021. 1,961 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Endurance Wealth Management held 774 shares of iShares Russell 2000 ETF worth $145K as of Q2 2023.
Endurance Wealth Management bought 5 iShares Russell 2000 ETF shares in Q2 2023, an estimated $891.
iShares Russell 2000 ETF made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #229 holding.
Endurance Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 33 quarters since.
Endurance Wealth Management's iShares Russell 2000 ETF position peaked at $196K in Q1 2021.
1,961 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.