HC Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

HC Financial Advisors’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	$25K	Buy	150 +80	+114%	+$14.7K	0.02%	172
2022 Q1	$14K	Hold	70	–	–	0.01%	212
2021 Q4	$16K	Hold	70	–	–	0.01%	218
2021 Q3	$15K	Hold	70	–	–	0.01%	211
2021 Q2	$16K	Hold	70	–	–	0.01%	209
2021 Q1	$15K	Sell	70 -9	-11%	-$1.97K	0.01%	215
2020 Q4	$15K	Buy	79 +9	+13%	+$1.57K	0.01%	222
2020 Q3	$10K	Hold	70	–	–	0.01%	258
2020 Q2	$10K	Hold	70	–	–	0.01%	233
2020 Q1	$8K	Buy	+70	New	+$10.4K	0.01%	256

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HC Financial Advisors's IWM Position: Q2 2022 in Review

HC Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 114% in Q2 2022, buying an estimated $14.7K and bringing the position to 150 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #172.

HC Financial Advisors first reported a position in IWM in Q1 2020 and has held it in 10 quarters since. 1,857 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

HC Financial Advisors held 150 shares of iShares Russell 2000 ETF worth $25K as of Q2 2022.
HC Financial Advisors bought 80 iShares Russell 2000 ETF shares in Q2 2022, an estimated $14.7K.
iShares Russell 2000 ETF made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #172 holding.
HC Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 10 quarters since.
1,857 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.