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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 – 118
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return