Financial Life Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Life 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
2023 Q4	–	Sell	-1,429	Closed	-$253K	–	60
2023 Q3	$253K	Sell	1,429 -25	-2%	-$4.69K	0.11%	49
2023 Q2	$272K	Hold	1,454	–	–	0.11%	51
2023 Q1	$259K	Sell	1,454 -68	-4%	-$12.5K	0.11%	56
2022 Q4	$265K	Sell	1,522 -543	-26%	-$96.6K	0.12%	64
2022 Q3	$341K	Hold	2,065	–	–	0.17%	49
2022 Q2	$350K	Hold	2,065	–	–	0.16%	36
2022 Q1	$424K	Hold	2,065	–	–	0.18%	36
2021 Q4	$459K	Hold	2,065	–	–	0.18%	35
2021 Q3	$452K	Hold	2,065	–	–	0.19%	35
2021 Q2	$474K	Hold	2,065	–	–	0.2%	35
2021 Q1	$456K	Sell	2,065 -401	-16%	-$87.6K	0.21%	36
2020 Q4	$483K	Sell	2,466 -185	-7%	-$32.4K	0.25%	33
2020 Q3	$397K	Buy	+2,651	New	+$399K	0.21%	36
2020 Q1	–	Sell	-3,016	Closed	-$500K	–	31
2019 Q4	$500K	Sell	3,016 -9	-0.3%	-$1.42K	0.3%	31
2019 Q3	$458K	Sell	3,025 -60	-2%	-$9.16K	0.29%	33
2019 Q2	$480K	Sell	3,085 -509	-14%	-$78.5K	0.32%	33
2019 Q1	$550K	Sell	3,594 -33	-0.9%	-$4.96K	0.38%	29
2018 Q4	$486K	Buy	3,627 +152	+4%	+$22.7K	0.38%	31
2018 Q3	$586K	Buy	3,475 +835	+32%	+$141K	0.43%	30
2018 Q2	$432K	Buy	2,640 +250	+10%	+$40K	0.35%	36
2018 Q1	$354K	Sell	2,390 -2,843	-54%	-$439K	0.32%	39
2017 Q4	$798K	Buy	+5,233	New	+$786K	0.64%	30

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 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

Financial Life Advisors's IWM Position: Q4 2023 in Review

Financial Life Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 1,429 shares — an estimated $253K sold.

Financial Life Advisors first reported a position in IWM in Q4 2017 and held it in 22 quarters. The position peaked at $798K in Q4 2017. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Financial Life Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Financial Life Advisors sold 1,429 iShares Russell 2000 ETF shares in Q4 2023, an estimated $253K.
Financial Life Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 22 quarters.
Financial Life Advisors's iShares Russell 2000 ETF position peaked at $798K in Q4 2017.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Financial Life Advisors's 13F filing for Q4 2023, filed 19 Mar 2024.