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

Grand 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 Q2	–	Sell	-83	Closed	-$14.8K	–	77
2023 Q1	$14.8K	Hold	83	–	–	0.01%	51
2022 Q4	$14.5K	Hold	83	–	–	0.01%	51
2022 Q3	$14K	Hold	83	–	–	0.01%	53
2022 Q2	$14K	Sell	83 -19	-19%	-$3.5K	0.01%	54
2022 Q1	$21K	Hold	102	–	–	0.01%	51
2021 Q4	$23K	Buy	+102	New	+$23K	0.01%	50

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

Grand Wealth Management's IWM Position: Q2 2023 in Review

Grand Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 83 shares — an estimated $14.8K sold.

Grand Wealth Management first reported a position in IWM in Q4 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Grand Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Grand Wealth Management sold 83 iShares Russell 2000 ETF shares in Q2 2023, an estimated $14.8K.
Grand Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 6 quarters.
Grand Wealth Management's iShares Russell 2000 ETF position peaked at $23K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Grand Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.