Graves Light Lenhart Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-631	Closed	-$107K	–	364
2022 Q2	$107K	Hold	631	–	–	0.02%	224
2022 Q1	$130K	Hold	631	–	–	0.02%	225
2021 Q4	$140K	Hold	631	–	–	0.02%	241
2021 Q3	$138K	Sell	631 -1,869	-75%	-$414K	0.02%	225
2021 Q2	$573K	Hold	2,500	–	–	0.09%	94
2021 Q1	$552K	Hold	2,500	–	–	0.09%	96
2020 Q4	$490K	Sell	2,500 -457	-15%	-$80K	0.09%	95
2020 Q3	$443K	Hold	2,957	–	–	0.1%	94
2020 Q2	$423K	Sell	2,957 -100	-3%	-$13.1K	0.1%	97
2020 Q1	$350K	Hold	3,057	–	–	0.09%	103
2019 Q4	$506K	Sell	3,057 -1,800	-37%	-$284K	0.11%	99
2019 Q3	$755K	Hold	4,857	–	–	0.17%	80
2019 Q2	$755K	Hold	4,857	–	–	0.18%	75
2019 Q1	$744K	Buy	4,857 +245	+5%	+$36.8K	0.19%	73
2018 Q4	$618K	Buy	+4,612	New	+$688K	0.18%	75

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Graves Light Lenhart Wealth's IWM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 631 shares — an estimated $107K sold.

Graves Light Lenhart Wealth first reported a position in IWM in Q4 2018 and held it in 15 quarters. The position peaked at $755K in Q2 2019. 1,856 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 631 iShares Russell 2000 ETF shares in Q3 2022, an estimated $107K.
Graves Light Lenhart Wealth first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 15 quarters.
Graves Light Lenhart Wealth's iShares Russell 2000 ETF position peaked at $755K in Q2 2019.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.