Kolinsky Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Kolinsky Wealth Management’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
2024 Q4	$693K	Buy	3,136 +437	+16%	+$99.6K	0.42%	43
2024 Q3	$596K	Buy	2,699 +810	+43%	+$173K	0.39%	55
2024 Q2	$383K	Buy	1,889 +224	+13%	+$45.3K	0.27%	80
2024 Q1	$350K	Sell	1,665 -66	-4%	-$13.2K	0.27%	90
2023 Q4	$347K	Buy	1,731 +419	+32%	+$75.1K	0.31%	81
2023 Q3	$232K	Buy	1,312 +9	+0.7%	+$1.69K	0.23%	110
2023 Q2	$243K	Buy	1,303 +181	+16%	+$32.3K	0.23%	107
2023 Q1	$200K	Buy	+1,122	New	+$207K	0.21%	122
2022 Q2	–	Sell	-1,058	Closed	-$217K	–	135
2022 Q1	$217K	Buy	+1,058	New	+$216K	0.21%	124

Other funds holding IWM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Rafferty Asset Management

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

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return