Hedeker Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Hedeker 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
2021 Q4	–	Sell	-1,118	Closed	-$244K	–	90
2021 Q3	$244K	Buy	1,118 +38	+4%	+$8.42K	0.08%	84
2021 Q2	$247K	Buy	+1,080	New	+$243K	0.08%	71
2017 Q2	–	Sell	-2,606	Closed	-$358K	–	88
2017 Q1	$358K	Sell	2,606 -149	-5%	-$20.4K	0.34%	81
2016 Q4	$371K	Buy	2,755 +2,576	+1,439%	+$329K	0.31%	87
2016 Q3	$1.44K	Buy	+179	New	+$21.8K	0.07%	92
2016 Q1	–	Sell	-904	Closed	-$101K	–	124
2015 Q4	$101K	Sell	904 -6,006	-87%	-$693K	0.09%	88
2015 Q3	$755K	Buy	+6,910	New	+$819K	0.66%	46
2015 Q1	–	Sell	-63	Closed	-$8K	–	124
2014 Q4	$8K	Buy	+63	New	+$7.21K	0.01%	121

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Hedeker Wealth's IWM Position: Q4 2021 in Review

Hedeker Wealth sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 1,118 shares — an estimated $244K sold.

Hedeker Wealth first reported a position in IWM in Q4 2014 and held it in 8 quarters. The position peaked at $755K in Q3 2015. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Hedeker Wealth reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Hedeker Wealth sold 1,118 iShares Russell 2000 ETF shares in Q4 2021, an estimated $244K.
Hedeker Wealth first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 8 quarters.
Hedeker Wealth's iShares Russell 2000 ETF position peaked at $755K in Q3 2015.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Hedeker Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.