Fullen Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fullen Financial 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 Q1	$548K	Buy	3,129 +11	+0.4%	+$2.02K	0.3%	45
2022 Q4	$597K	Sell	3,118 -200	-6%	-$35.6K	0.34%	42
2022 Q3	$608K	Buy	3,318 +46	+1%	+$8.39K	0.39%	39
2022 Q2	$554K	Buy	3,272 +9	+0.3%	+$1.66K	0.36%	41
2022 Q1	$670K	Buy	3,263 +6	+0.2%	+$1.22K	0.39%	40
2021 Q4	$724K	Sell	3,257 -221	-6%	-$49.9K	0.4%	38
2021 Q3	$759K	Sell	3,478 -80	-2%	-$17.7K	0.43%	37
2021 Q2	$816K	Sell	3,558 -67	-2%	-$15.1K	0.48%	35
2021 Q1	$801K	Buy	3,625 +9	+0.2%	+$1.97K	0.51%	35
2020 Q4	$709K	Sell	3,616 -22	-0.6%	-$3.85K	0.48%	36
2020 Q3	$545K	Hold	3,638	–	–	0.42%	40
2020 Q2	$521K	Buy	+3,638	New	+$477K	0.43%	39

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fullen Financial Group's IWM Position: Q1 2023 in Review

Fullen Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 0.35% in Q1 2023, buying an estimated $2.02K and bringing the position to 3,129 shares worth $548K. The position accounts for 0.3% of the portfolio, ranked #45.

Fullen Financial Group first reported a position in IWM in Q2 2020 and has held it in 12 quarters since. The position peaked at $816K in Q2 2021. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Fullen Financial Group held 3,129 shares of iShares Russell 2000 ETF worth $548K as of Q1 2023.
Fullen Financial Group bought 11 iShares Russell 2000 ETF shares in Q1 2023, an estimated $2.02K.
iShares Russell 2000 ETF made up 0.3% of Fullen Financial Group's portfolio in Q1 2023, its #45 holding.
Fullen Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 12 quarters since.
Fullen Financial Group's iShares Russell 2000 ETF position peaked at $816K in Q2 2021.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.