First Capital Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History

First Capital Advisors Group’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 Q2	$191K	Buy	1,022 +241	+31%	+$43K	0.1%	147
2023 Q1	$139K	Buy	781 +91	+13%	+$16.8K	0.09%	144
2022 Q4	$120K	Buy	690 +492	+248%	+$87.5K	0.08%	162
2022 Q3	$33K	Buy	+198	New	+$36.1K	0.03%	164
2018 Q4	$356K	Buy	3,053 +523	+21%	+$78K	0.27%	80
2018 Q3	$426K	Hold	2,530	–	–	0.26%	86
2018 Q2	$414K	Sell	2,530 -65	-3%	-$10.4K	0.27%	82
2018 Q1	$394K	Sell	2,595 -70	-3%	-$10.8K	0.23%	83
2017 Q4	$406K	Sell	2,665 -3,895	-59%	-$585K	0.26%	101
2017 Q3	$972K	Buy	+6,560	New	+$923K	0.67%	41

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Capital Advisors Group's IWM Position: Q2 2023 in Review

First Capital Advisors Group increased its iShares Russell 2000 ETF (IWM) stake by 31% in Q2 2023, buying an estimated $43K and bringing the position to 1,022 shares worth $191K. The position accounts for 0.1% of the portfolio, ranked #147.

First Capital Advisors Group first reported a position in IWM in Q3 2017 and has held it in 10 quarters since. The position peaked at $972K in Q3 2017. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

First Capital Advisors Group held 1,022 shares of iShares Russell 2000 ETF worth $191K as of Q2 2023.
First Capital Advisors Group bought 241 iShares Russell 2000 ETF shares in Q2 2023, an estimated $43K.
iShares Russell 2000 ETF made up 0.1% of First Capital Advisors Group's portfolio in Q2 2023, its #147 holding.
First Capital Advisors Group first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 10 quarters since.
First Capital Advisors Group's iShares Russell 2000 ETF position peaked at $972K in Q3 2017.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.