Financial Alternatives’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Alternatives’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 Q1	–	Sell	-1,478	Closed	-$258K	–	80
2022 Q4	$258K	Buy	+1,478	New	+$263K	0.26%	70

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Financial Alternatives's IWM Position: Q1 2023 in Review

Financial Alternatives sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 1,478 shares — an estimated $258K sold.

Financial Alternatives first reported a position in IWM in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 1,906 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Financial Alternatives reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Financial Alternatives sold 1,478 iShares Russell 2000 ETF shares in Q1 2023, an estimated $258K.
Financial Alternatives first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 1 quarter.
Financial Alternatives's iShares Russell 2000 ETF position peaked at $258K in Q4 2022.
1,906 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Financial Alternatives's 13F filing for Q1 2023, filed 8 May 2023.