FourThought Financial’s iShares Russell 2000 ETF IWM Stock Holding History

FourThought Financial’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 Q3	$77K	Hold	468	–	–	0.01%	495
2022 Q2	$79K	Hold	468	–	–	0.01%	487
2022 Q1	$96K	Buy	468 +159	+51%	+$32.4K	0.01%	487
2021 Q4	$69K	Sell	309 -9	-3%	-$2.03K	0.01%	575
2021 Q3	$69K	Sell	318 -27	-8%	-$5.99K	0.01%	592
2021 Q2	$79K	Sell	345 -19	-5%	-$4.27K	0.01%	568
2021 Q1	$80K	Sell	364 -12	-3%	-$2.62K	0.01%	557
2020 Q4	$73K	Buy	+376	New	+$65.8K	0.01%	563

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FourThought Financial's IWM Position: Q3 2022 in Review

FourThought Financial held its iShares Russell 2000 ETF (IWM) position steady in Q3 2022 at 468 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #495.

FourThought Financial first reported a position in IWM in Q4 2020 and has held it in 8 quarters since. The position peaked at $96K in Q1 2022. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

FourThought Financial held 468 shares of iShares Russell 2000 ETF worth $77K as of Q3 2022.
FourThought Financial left its iShares Russell 2000 ETF share count unchanged in Q3 2022.
iShares Russell 2000 ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #495 holding.
FourThought Financial first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell 2000 ETF position peaked at $96K in Q1 2022.
1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.