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

Executive Wealth 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	–	Sell	-1,627	Closed	-$288K	–	48
2023 Q3	$288K	Hold	1,627	–	–	0.2%	42
2023 Q2	$305K	Buy	1,627 +4	+0.2%	+$713	0.21%	42
2023 Q1	$289K	Buy	1,623 +6	+0.4%	+$1.1K	0.21%	42
2022 Q4	$282K	Buy	1,617 +8	+0.5%	+$1.42K	0.22%	40
2022 Q3	$265K	Buy	1,609 +8	+0.5%	+$1.46K	0.23%	42
2022 Q2	$271K	Buy	1,601 +5	+0.3%	+$922	0.21%	42
2022 Q1	$328K	Buy	1,596 +3	+0.2%	+$612	0.21%	41
2021 Q4	$354K	Buy	1,593 +5	+0.3%	+$1.13K	0.22%	41
2021 Q3	$347K	Buy	1,588 +5	+0.3%	+$1.11K	0.21%	41
2021 Q2	$363K	Buy	1,583 +2	+0.1%	+$450	0.21%	39
2021 Q1	$349K	Buy	1,581 +3	+0.2%	+$655	0.22%	39
2020 Q4	$309K	Buy	1,578 +5	+0.3%	+$875	0.21%	39
2020 Q3	$236K	Buy	1,573 +6	+0.4%	+$903	0.18%	42
2020 Q2	$224K	Buy	+1,567	New	+$206K	0.18%	41

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

Executive Wealth Group's IWM Position: Q4 2023 in Review

Executive Wealth Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,627 shares — an estimated $288K sold.

Executive Wealth Group first reported a position in IWM in Q2 2020 and held it in 14 quarters. The position peaked at $363K in Q2 2021. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Executive Wealth Group reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Executive Wealth Group sold 1,627 iShares Russell 2000 ETF shares in Q4 2023, an estimated $288K.
Executive Wealth Group first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 14 quarters.
Executive Wealth Group's iShares Russell 2000 ETF position peaked at $363K in Q2 2021.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Executive Wealth Group's 13F filing for Q4 2023, filed 12 Mar 2024.