Laurel Wealth Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Laurel Wealth Planning’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
2023 Q2	–	Sell	-1,234	Closed	-$220K	–	57
2023 Q1	$220K	Hold	1,234	–	–	0.15%	56
2022 Q4	$215K	Hold	1,234	–	–	0.14%	58
2022 Q3	$204K	Hold	1,234	–	–	0.15%	54
2022 Q2	$209K	Hold	1,234	–	–	0.15%	59
2022 Q1	$253K	Hold	1,234	–	–	0.17%	66
2021 Q4	$275K	Hold	1,234	–	–	0.21%	60
2021 Q3	$270K	Buy	+1,234	New	+$274K	0.22%	53

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Planning's IWM Position: Q2 2023 in Review

Laurel Wealth Planning sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 1,234 shares — an estimated $220K sold.

Laurel Wealth Planning first reported a position in IWM in Q3 2021 and held it in 7 quarters. The position peaked at $275K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Laurel Wealth Planning reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,234 iShares Russell 2000 ETF shares in Q2 2023, an estimated $220K.
Laurel Wealth Planning first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 7 quarters.
Laurel Wealth Planning's iShares Russell 2000 ETF position peaked at $275K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Laurel Wealth Planning's 13F filing for Q2 2023, filed 19 Jul 2023.