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Faithward Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Faithward 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
2024
Q1 		– Sell
-571
Closed -$110K – 280
2023
Q4 		$110K Buy
571
+13
+2% +$2.33K 0.02% 177
2023
Q3 		$94.4K Sell
558
-80
-13% -$15K 0.02% 170
2023
Q2 		$122K Sell
638
-1,494
-70% -$266K 0.03% 174
2023
Q1 		$369K Buy
2,132
+1,034
+94% +$190K 0.08% 132
2022
Q4 		$191K Buy
1,098
+572
+109% +$102K 0.04% 145
2022
Q3 		$87K Hold
526
– – 0.02% 147
2022
Q2 		$90K Sell
526
-11
-2% -$2.03K 0.02% 167
2022
Q1 		$110K Hold
537
– – 0.02% 174
2021
Q4 		$120K Buy
537
+16
+3% +$3.62K 0.02% 171
2021
Q3 		$114K Buy
521
+510
+4,636% +$113K 0.02% 184
2021
Q2 		$3K Sell
11
-100
-90% -$22.5K ﹤0.01% 256
2021
Q1 		$25K Buy
+111
New +$24.2K 0.01% 208
2020
Q4 		– Sell
-11
Closed -$2K – 172
2020
Q3 		$2K Sell
11
-92
-89% -$13.8K ﹤0.01% 210
2020
Q2 		$15K Buy
103
+82
+390% +$10.8K ﹤0.01% 183
2020
Q1 		$2K Sell
21
-41
-66% -$6.11K ﹤0.01% 232
2019
Q4 		$10K Buy
+62
New +$9.8K ﹤0.01% 226

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 $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return