Financial Partners Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Financial Partners Capital 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
2022 Q4	$618K	Buy	3,545 +100	+3%	+$17.8K	0.14%	91
2022 Q3	$568K	Buy	3,445 +35	+1%	+$6.38K	0.13%	97
2022 Q2	$578K	Buy	3,410 +13	+0.4%	+$2.4K	0.12%	99
2022 Q1	$697K	Hold	3,397	–	–	0.13%	96
2021 Q4	$756K	Hold	3,397	–	–	0.13%	93
2021 Q3	$743K	Hold	3,397	–	–	0.14%	88
2021 Q2	$779K	Hold	3,397	–	–	0.14%	80
2021 Q1	$751K	Hold	3,397	–	–	0.15%	78
2020 Q4	$666K	Hold	3,397	–	–	0.15%	70
2020 Q3	$509K	Sell	3,397 -75	-2%	-$11.3K	0.14%	72
2020 Q2	$497K	Sell	3,472 -65	-2%	-$8.53K	0.14%	67
2020 Q1	$405K	Buy	+3,537	New	+$527K	0.13%	66
2018 Q1	–	Sell	-3,565	Closed	-$544K	–	91
2017 Q4	$544K	Hold	3,565	–	–	0.1%	95
2017 Q3	$528K	Sell	3,565 -3,550	-50%	-$499K	0.1%	95
2017 Q2	$1M	Hold	7,115	–	–	0.21%	78
2017 Q1	$978K	Buy	7,115 +25	+0.4%	+$3.42K	0.21%	75
2016 Q4	$956K	Buy	+7,090	New	+$906K	0.23%	74

Other funds holding IWM

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Financial Partners Capital Management's IWM Position: Q4 2022 in Review

Financial Partners Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 2.9% in Q4 2022, buying an estimated $17.8K and bringing the position to 3,545 shares worth $618K. The position accounts for 0.14% of the portfolio, ranked #91.

Financial Partners Capital Management first reported a position in IWM in Q4 2016 and has held it in 17 quarters since. The position peaked at $1M in Q2 2017. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Financial Partners Capital Management held 3,545 shares of iShares Russell 2000 ETF worth $618K as of Q4 2022.
Financial Partners Capital Management bought 100 iShares Russell 2000 ETF shares in Q4 2022, an estimated $17.8K.
iShares Russell 2000 ETF made up 0.14% of Financial Partners Capital Management's portfolio in Q4 2022, its #91 holding.
Financial Partners Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 17 quarters since.
Financial Partners Capital Management's iShares Russell 2000 ETF position peaked at $1M in Q2 2017.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.