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

Lake Point 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
2022 Q2	$118K	Hold	698	–	–	0.07%	40
2022 Q1	$143K	Hold	698	–	–	0.07%	34
2021 Q4	$155K	Hold	698	–	–	0.07%	36
2021 Q3	$153K	Hold	698	–	–	0.07%	34
2021 Q2	$160K	Buy	+698	New	+$157K	0.07%	33
2020 Q1	$80K	Sell	698 -65	-9%	-$9.69K	0.07%	31
2019 Q4	$126K	Buy	+763	New	+$121K	0.04%	65
2019 Q1	–	Sell	-14	Closed	-$2K	–	768
2018 Q4	$2K	Buy	+14	New	+$2.09K	﹤0.01%	678

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Lake Point Wealth Management's IWM Position: Q2 2022 in Review

Lake Point Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2022 at 698 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #40.

Lake Point Wealth Management first reported a position in IWM in Q4 2018 and has held it in 8 quarters since. The position peaked at $160K in Q2 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Lake Point Wealth Management held 698 shares of iShares Russell 2000 ETF worth $118K as of Q2 2022.
Lake Point Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2022.
iShares Russell 2000 ETF made up 0.07% of Lake Point Wealth Management's portfolio in Q2 2022, its #40 holding.
Lake Point Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's iShares Russell 2000 ETF position peaked at $160K in Q2 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.