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

Filbrandt 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
2021
Q3 		$33K Hold
150
– – 0.02% 102
2021
Q2 		$34K Hold
150
– – 0.02% 101
2021
Q1 		$33K Buy
+150
New +$32.8K 0.02% 100
2020
Q3 		– Sell
-102
Closed -$15K – 252
2020
Q2 		$15K Buy
+102
New +$13.4K 0.01% 206

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Filbrandt Wealth Management's IWM Position: Q3 2021 in Review

Filbrandt Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 150 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #102.

Filbrandt Wealth Management first reported a position in IWM in Q2 2020 and has held it in 4 quarters since. The position peaked at $34K in Q2 2021. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Filbrandt Wealth Management held 150 shares of iShares Russell 2000 ETF worth $33K as of Q3 2021.
  • Filbrandt Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
  • iShares Russell 2000 ETF made up 0.02% of Filbrandt Wealth Management's portfolio in Q3 2021, its #102 holding.
  • Filbrandt Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 4 quarters since.
  • Filbrandt Wealth Management's iShares Russell 2000 ETF position peaked at $34K in Q2 2021.
  • 1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.