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Financial Architects (New Jersey)’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-800
Closed -$124K – 1080
2019
Q2 		$124K Buy
+800
New +$123K 0.02% 336

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Architects (New Jersey)'s IWM Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its iShares Russell 2000 ETF (IWM) stake by 4.4% in Q2 2023, selling an estimated $27.5K and leaving 3,313 shares worth $620K. The position accounts for 0.09% of the portfolio, ranked #186.

Financial Architects (New Jersey) first reported a position in IWM in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.23M in Q2 2021. 1,961 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • Financial Architects (New Jersey) held 3,313 shares of iShares Russell 2000 ETF worth $620K as of Q2 2023.
  • Financial Architects (New Jersey) sold 154 iShares Russell 2000 ETF shares in Q2 2023, an estimated $27.5K.
  • iShares Russell 2000 ETF made up 0.09% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #186 holding.
  • Financial Architects (New Jersey) first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s iShares Russell 2000 ETF position peaked at $1.23M in Q2 2021.
  • 1,961 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.