Financial Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Advisory 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 Q3	–	Sell	-857	Closed	-$209K	–	85
2023 Q2	$209K	Buy	+857	New	+$153K	0.04%	84
2020 Q1	–	Sell	-1,232	Closed	-$204K	–	72
2019 Q4	$204K	Sell	1,232 -200	-14%	-$31.6K	0.05%	76
2019 Q3	$217K	Buy	+1,432	New	+$219K	0.06%	70

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Advisory Group's IWM Position: Q3 2023 in Review

Financial Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 857 shares — an estimated $209K sold.

Financial Advisory Group first reported a position in IWM in Q3 2019 and held it in 3 quarters. The position peaked at $217K in Q3 2019. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Financial Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Financial Advisory Group sold 857 iShares Russell 2000 ETF shares in Q3 2023, an estimated $209K.
Financial Advisory Group first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 3 quarters.
Financial Advisory Group's iShares Russell 2000 ETF position peaked at $217K in Q3 2019.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Financial Advisory Group's 13F filing for Q3 2023, filed 7 Dec 2023.