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

Johanson 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
2021 Q4	$210K	Buy	946 +1	+0.1%	+$226	0.06%	126
2021 Q3	$207K	Buy	945 +23	+2%	+$5.1K	0.07%	118
2021 Q2	$201K	Buy	922 +1	+0.1%	+$225	0.07%	118
2021 Q1	$206K	Buy	+921	New	+$201K	0.08%	110
2020 Q1	–	Sell	-183,280	Closed	-$1.11M	–	169
2019 Q4	$1.11M	Buy	+183,280	New	+$29M	0.05%	132

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

Johanson Financial Advisors's IWM Position: Q4 2021 in Review

Johanson Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.11% in Q4 2021, buying an estimated $226 and bringing the position to 946 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #126.

Johanson Financial Advisors first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2019. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Johanson Financial Advisors held 946 shares of iShares Russell 2000 ETF worth $210K as of Q4 2021.
Johanson Financial Advisors bought 1 iShares Russell 2000 ETF share in Q4 2021, an estimated $226.
iShares Russell 2000 ETF made up 0.06% of Johanson Financial Advisors's portfolio in Q4 2021, its #126 holding.
Johanson Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
Johanson Financial Advisors's iShares Russell 2000 ETF position peaked at $1.11M in Q4 2019.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.