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Laurel Wealth Advisors (California)’s iShares Russell 2000 ETF IWM Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.51M Sell
8,660
-375
-4% -$66.7K 0.15% 157
2022
Q3 		$1.49M Sell
9,035
-131
-1% -$23.9K 0.16% 142
2022
Q2 		$1.55M Sell
9,166
-929
-9% -$171K 0.16% 141
2022
Q1 		$2.07M Sell
10,095
-2,380
-19% -$485K 0.17% 128
2021
Q4 		$2.77M Sell
12,475
-36
-0.3% -$8.13K 0.21% 111
2021
Q3 		$2.74M Buy
12,511
+947
+8% +$210K 0.5% 36
2021
Q2 		$2.65M Buy
11,564
+262
+2% +$58.9K 0.34% 66
2021
Q1 		$2.5M Buy
11,302
+302
+3% +$65.9K 0.38% 59
2020
Q4 		$2.16M Sell
11,000
-2,088
-16% -$365K 0.32% 74
2020
Q3 		$1.96M Sell
13,088
-7,899
-38% -$1.19M 0.32% 70
2020
Q2 		$3M Sell
20,987
-885
-4% -$116K 0.55% 44
2020
Q1 		$2.5M Sell
21,872
-2,650
-11% -$395K 0.58% 42
2019
Q4 		$4.06M Buy
24,522
+1,123
+5% +$177K 0.68% 38
2019
Q3 		$3.54M Buy
23,399
+1,567
+7% +$239K 0.61% 39
2019
Q2 		$3.4M Buy
21,832
+3,594
+20% +$554K 0.74% 30
2019
Q1 		$2.79M Buy
18,238
+3,666
+25% +$551K 0.69% 32
2018
Q4 		$1.95M Buy
14,572
+56
+0.4% +$8.36K 0.57% 41
2018
Q3 		$2.45M Sell
14,516
-582
-4% -$98.3K 0.6% 39
2018
Q2 		$2.47M Buy
15,098
+1,012
+7% +$162K 0.66% 33
2018
Q1 		$2.14M Buy
14,086
+1,162
+9% +$179K 0.66% 35
2017
Q4 		$1.97M Buy
12,924
+1,789
+16% +$269K 0.57% 42
2017
Q3 		$1.65M Buy
11,135
+444
+4% +$62.5K 0.55% 47
2017
Q2 		$1.51M Buy
10,691
+790
+8% +$109K 0.54% 54
2017
Q1 		$1.36M Buy
9,901
+514
+5% +$70.2K 0.53% 57
2016
Q4 		$1.26M Buy
9,387
+241
+3% +$30.8K 0.56% 52
2016
Q3 		$1.14M Sell
9,146
-850
-9% -$103K 0.54% 56
2016
Q2 		$1.15M Sell
9,996
-610
-6% -$68.8K 0.55% 56
2016
Q1 		$1.17M Sell
10,606
-831
-7% -$86K 0.59% 44
2015
Q4 		$1.29M Buy
+11,437
New +$1.32M 0.67% 39

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IWM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Russell 2000 ETF (IWM) stake by 4.2% in Q4 2022, selling an estimated $66.7K and leaving 8,660 shares worth $1.51M. The position accounts for 0.15% of the portfolio, ranked #157.

Laurel Wealth Advisors (California) first reported a position in IWM in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.06M in Q4 2019. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 8,660 shares of iShares Russell 2000 ETF worth $1.51M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 375 iShares Russell 2000 ETF shares in Q4 2022, an estimated $66.7K.
  • iShares Russell 2000 ETF made up 0.15% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #157 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Russell 2000 ETF position peaked at $4.06M in Q4 2019.
  • 1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.