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

Frontier 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
2022 Q2	$2.57M	Sell	15,180 -1,553	-9%	-$286K	0.19%	115
2022 Q1	$3.3M	Sell	16,733 -283	-2%	-$57.7K	0.04%	87
2021 Q4	$3.79M	Buy	17,016 +5	+0%	+$1.13K	0.25%	82
2021 Q3	$3.72M	Buy	17,011 +455	+3%	+$101K	0.26%	79
2021 Q2	$3.8M	Buy	16,556 +399	+2%	+$89.7K	0.27%	78
2021 Q1	$3.57M	Sell	16,157 -5,779	-26%	-$1.26M	0.27%	76
2020 Q4	$4.3M	Sell	21,936 -2,894	-12%	-$506K	0.35%	56
2020 Q3	$3.72M	Sell	24,830 -1,115	-4%	-$168K	0.34%	56
2020 Q2	$3.71M	Sell	25,945 -1,343	-5%	-$176K	0.34%	56
2020 Q1	$3.12M	Buy	27,288 +786	+3%	+$117K	0.51%	58
2019 Q4	$4.39M	Sell	26,502 -482	-2%	-$76.2K	0.7%	31
2019 Q3	$4.08M	Sell	26,984 -67	-0.2%	-$10.2K	0.6%	42
2019 Q2	$4.21M	Buy	27,051 +1,893	+8%	+$292K	0.62%	40
2019 Q1	$3.85M	Sell	25,158 -1,173	-4%	-$176K	0.52%	44
2018 Q4	$3.53M	Buy	26,331 +798	+3%	+$119K	0.54%	46
2018 Q3	$4.3M	Buy	25,533 +99	+0.4%	+$16.7K	0.41%	36
2018 Q2	$4.17M	Buy	25,434 +319	+1%	+$51K	0.6%	38
2018 Q1	$3.81M	Buy	25,115 +2,827	+13%	+$437K	0.53%	50
2017 Q4	$3.4M	Sell	22,288 -5,448	-20%	-$818K	0.55%	44
2017 Q3	$4.11M	Sell	27,736 -152	-0.5%	-$21.4K	0.59%	41
2017 Q2	$3.93M	Sell	27,888 -1,502	-5%	-$208K	0.6%	45
2017 Q1	$4.04M	Sell	29,390 -1,687	-5%	-$230K	0.62%	45
2016 Q4	$4.19M	Sell	31,077 -442	-1%	-$56.5K	0.69%	37
2016 Q3	$3.92M	Buy	31,519 +204	+0.7%	+$24.8K	0.59%	38
2016 Q2	$3.6M	Sell	31,315 -2,754	-8%	-$311K	0.58%	41
2016 Q1	$3.77M	Buy	34,069 +761	+2%	+$78.8K	0.32%	38
2015 Q4	$3.75M	Sell	33,308 -202	-0.6%	-$23.3K	0.6%	40
2015 Q3	$3.66M	Buy	33,510 +925	+3%	+$110K	0.58%	39
2015 Q2	$4.07M	Buy	32,585 +2,486	+8%	+$311K	0.63%	36
2015 Q1	$3.74M	Buy	30,099 +18,614	+162%	+$2.24M	0.6%	35
2014 Q4	$1.37M	Buy	+11,485	New	+$1.31M	0.26%	65

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Frontier Wealth Management's IWM Position: Q2 2022 in Review

Frontier Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 9.3% in Q2 2022, selling an estimated $286K and leaving 15,180 shares worth $2.57M. The position accounts for 0.19% of the portfolio, ranked #115.

Frontier Wealth Management first reported a position in IWM in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.39M in Q4 2019. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Frontier Wealth Management held 15,180 shares of iShares Russell 2000 ETF worth $2.57M as of Q2 2022.
Frontier Wealth Management sold 1,553 iShares Russell 2000 ETF shares in Q2 2022, an estimated $286K.
iShares Russell 2000 ETF made up 0.19% of Frontier Wealth Management's portfolio in Q2 2022, its #115 holding.
Frontier Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's iShares Russell 2000 ETF position peaked at $4.39M in Q4 2019.
1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.