John W. Brooker & Co’s iShares Russell 2000 ETF IWM Stock Holding History

John W. Brooker & Co’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 Q4	–	Sell	-247	Closed	-$41K	–	116
2022 Q3	$41K	Hold	247	–	–	0.03%	90
2022 Q2	$42K	Hold	247	–	–	0.03%	87
2022 Q1	$51K	Buy	247 +1	+0.4%	+$204	0.03%	82
2021 Q4	$55K	Buy	246 +1	+0.4%	+$226	0.03%	81
2021 Q3	$54K	Hold	245	–	–	0.03%	78
2021 Q2	$56K	Sell	245 -2	-0.8%	-$450	0.03%	74
2021 Q1	$55K	Hold	247	–	–	0.03%	73
2020 Q4	$49K	Hold	247	–	–	0.03%	71
2020 Q3	$37K	Hold	247	–	–	0.03%	72
2020 Q2	$35K	Buy	247 +2	+0.8%	+$262	0.02%	74
2020 Q1	$28K	Hold	245	–	–	0.02%	79
2019 Q4	$41K	Buy	+245	New	+$38.7K	0.03%	74

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

John W. Brooker & Co's IWM Position: Q4 2022 in Review

John W. Brooker & Co sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 247 shares — an estimated $41K sold.

John W. Brooker & Co first reported a position in IWM in Q4 2019 and held it in 12 quarters. The position peaked at $56K in Q2 2021. 1,986 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

John W. Brooker & Co reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
John W. Brooker & Co sold 247 iShares Russell 2000 ETF shares in Q4 2022, an estimated $41K.
John W. Brooker & Co first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 12 quarters.
John W. Brooker & Co's iShares Russell 2000 ETF position peaked at $56K in Q2 2021.
1,986 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on John W. Brooker & Co's 13F filing for Q4 2022, filed 13 Jan 2023.