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

Laidlaw 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 Q1	–	Sell	-2,188	Closed	-$439K	–	206
2023 Q4	$439K	Buy	2,188 +411	+23%	+$73.6K	0.16%	144
2023 Q3	$314K	Sell	1,777 -1,616	-48%	-$303K	0.1%	194
2023 Q2	$635K	Buy	3,393 +808	+31%	+$144K	0.12%	179
2023 Q1	$461K	Sell	2,585 -424	-14%	-$78.1K	0.09%	211
2022 Q4	$525K	Buy	3,009 +412	+16%	+$73.3K	0.11%	189
2022 Q3	$428K	Buy	2,597 +612	+31%	+$112K	0.1%	188
2022 Q2	$336K	Sell	1,985 -239	-11%	-$44.1K	0.07%	250
2022 Q1	$457K	Sell	2,224 -793	-26%	-$162K	0.08%	227
2021 Q4	$671K	Buy	+3,017	New	+$682K	0.11%	189
2021 Q1	–	Sell	-2,789	Closed	-$547K	–	289
2020 Q4	$547K	Buy	2,789 +1,303	+88%	+$228K	0.12%	179
2020 Q3	$223K	Buy	+1,486	New	+$224K	0.1%	185

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Laidlaw Wealth Management's IWM Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 2,188 shares — an estimated $439K sold.

Laidlaw Wealth Management first reported a position in IWM in Q3 2020 and held it in 11 quarters. The position peaked at $671K in Q4 2021. 2,208 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Laidlaw Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 2,188 iShares Russell 2000 ETF shares in Q1 2024, an estimated $439K.
Laidlaw Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 11 quarters.
Laidlaw Wealth Management's iShares Russell 2000 ETF position peaked at $671K in Q4 2021.
2,208 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.