Lee Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Lee Financial’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 Q2	–	Sell	-1,200	Closed	-$252K	–	155
2024 Q1	$252K	Hold	1,200	–	–	0.04%	134
2023 Q4	$241K	Buy	+1,200	New	+$215K	0.04%	133
2022 Q1	–	Sell	-60	Closed	-$13K	–	862
2021 Q4	$13K	Buy	60 +1	+2%	+$226	﹤0.01%	442
2021 Q3	$13K	Hold	59	–	–	﹤0.01%	393
2021 Q2	$14K	Hold	59	–	–	﹤0.01%	369
2021 Q1	$13K	Buy	59 +54	+1,080%	+$11.8K	﹤0.01%	361
2020 Q4	$1K	Buy	+5	New	+$875	﹤0.01%	459
2020 Q1	–	Sell	-111	Closed	-$18K	–	493
2019 Q4	$18K	Hold	111	–	–	﹤0.01%	262
2019 Q3	$17K	Hold	111	–	–	﹤0.01%	267
2019 Q2	$17K	Hold	111	–	–	﹤0.01%	277
2019 Q1	$17K	Hold	111	–	–	﹤0.01%	269
2018 Q4	$15K	Hold	111	–	–	﹤0.01%	242
2018 Q3	$19K	Sell	111 -2,713	-96%	-$458K	﹤0.01%	254
2018 Q2	$462K	Buy	2,824 +2,713	+2,444%	+$434K	0.11%	86
2018 Q1	$17K	Buy	+111	New	+$17.1K	﹤0.01%	377
2017 Q2	–	Sell	-1,515	Closed	-$208K	–	508
2017 Q1	$208K	Hold	1,515	–	–	0.08%	107
2016 Q4	$175K	Buy	+1,515	New	+$194K	0.1%	107

Other funds holding IWM

Bank of America

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

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

Wells Fargo San Francisco, California $501B 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 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

Empower Advisory Group

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

Rafferty Asset Management

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return