Intercontinental Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Intercontinental Wealth 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
2023 Q2	$1.69M	Sell	9,033 -285	-3%	-$50.8K	0.4%	42
2023 Q1	$1.66M	Buy	9,318 +397	+4%	+$73.1K	0.42%	43
2022 Q4	$1.56M	Sell	8,921 -259	-3%	-$46.1K	0.46%	37
2022 Q3	$1.51M	Buy	9,180 +115	+1%	+$21K	0.48%	38
2022 Q2	$1.53M	Sell	9,065 -175	-2%	-$32.3K	0.42%	39
2022 Q1	$1.9M	Buy	9,240 +1,208	+15%	+$246K	0.43%	35
2021 Q4	$1.79M	Buy	8,032 +66	+0.8%	+$14.9K	0.38%	43
2021 Q3	$1.74M	Buy	7,966 +547	+7%	+$121K	0.41%	39
2021 Q2	$1.7M	Buy	7,419 +35	+0.5%	+$7.87K	0.34%	47
2021 Q1	$1.63M	Buy	7,384 +77	+1%	+$16.8K	0.36%	42
2020 Q4	$1.43M	Sell	7,307 -494	-6%	-$86.4K	0.34%	52
2020 Q3	$1.17M	Buy	7,801 +59	+0.8%	+$8.88K	0.34%	56
2020 Q2	$1.11M	Buy	7,742 +160	+2%	+$21K	0.36%	57
2020 Q1	$868K	Sell	7,582 -2,336	-24%	-$348K	0.46%	54
2019 Q4	$1.66M	Sell	9,918 -8,020	-45%	-$1.27M	1.38%	14
2019 Q3	$2.71M	Sell	17,938 -10,277	-36%	-$1.57M	1.67%	10
2019 Q2	$4.39M	Sell	28,215 -1,685	-6%	-$260K	2.27%	6
2019 Q1	$4.58M	Buy	29,900 +976	+3%	+$147K	2.27%	7
2018 Q4	$3.87M	Buy	28,924 +8,208	+40%	+$1.22M	2.16%	7
2018 Q3	$3.49M	Buy	20,716 +2,088	+11%	+$353K	1.75%	8
2018 Q2	$3.05M	Buy	18,628 +6,544	+54%	+$1.05M	1.7%	9
2018 Q1	$1.83M	Sell	12,084 -34	-0.3%	-$5.25K	1.06%	22
2017 Q4	$1.85M	Buy	12,118 +1,384	+13%	+$208K	1.04%	26
2017 Q3	$1.59M	Buy	10,734 +1,727	+19%	+$243K	0.97%	27
2017 Q2	$1.27M	Buy	9,007 +685	+8%	+$94.8K	0.82%	32
2017 Q1	$1.14M	Sell	8,322 -67	-0.8%	-$9.15K	0.69%	37
2016 Q4	$1.13M	Buy	8,389 +45	+0.5%	+$5.75K	0.73%	34
2016 Q3	$1.04M	Sell	8,344 -800	-9%	-$97.2K	0.74%	36
2016 Q2	$1.05M	Buy	9,144 +1,900	+26%	+$214K	0.77%	33
2016 Q1	$801K	Buy	7,244 +900	+14%	+$93.2K	0.6%	40
2015 Q4	$714K	Buy	+6,344	New	+$732K	0.49%	48

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

Intercontinental Wealth Advisors's IWM Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q2 2023, selling an estimated $50.8K and leaving 9,033 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #42.

Intercontinental Wealth Advisors first reported a position in IWM in Q4 2015 and has held it in 31 quarters since. The position peaked at $4.58M in Q1 2019. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Intercontinental Wealth Advisors held 9,033 shares of iShares Russell 2000 ETF worth $1.69M as of Q2 2023.
Intercontinental Wealth Advisors sold 285 iShares Russell 2000 ETF shares in Q2 2023, an estimated $50.8K.
iShares Russell 2000 ETF made up 0.4% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #42 holding.
Intercontinental Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 31 quarters since.
Intercontinental Wealth Advisors's iShares Russell 2000 ETF position peaked at $4.58M in Q1 2019.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.