Finer Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Finer Wealth 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
2023 Q3	–	Sell	-1,901	Closed	-$356K	–	82
2023 Q2	$356K	Buy	1,901 +5	+0.3%	+$891	0.28%	60
2023 Q1	$338K	Hold	1,896	–	–	0.29%	65
2022 Q4	$331K	Sell	1,896 -109	-5%	-$19.4K	0.31%	62
2022 Q3	$331K	Hold	2,005	–	–	0.33%	63
2022 Q2	$340K	Sell	2,005 -50	-2%	-$9.22K	0.31%	63
2022 Q1	$422K	Sell	2,055 -155	-7%	-$31.6K	0.34%	57
2021 Q4	$492K	Buy	+2,210	New	+$499K	0.41%	52

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

Finer Wealth Management's IWM Position: Q3 2023 in Review

Finer Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 1,901 shares — an estimated $356K sold.

Finer Wealth Management first reported a position in IWM in Q4 2021 and held it in 7 quarters. The position peaked at $492K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Finer Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Finer Wealth Management sold 1,901 iShares Russell 2000 ETF shares in Q3 2023, an estimated $356K.
Finer Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 7 quarters.
Finer Wealth Management's iShares Russell 2000 ETF position peaked at $492K in Q4 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Finer Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.