Leelyn Smith’s iShares Russell 2000 ETF IWM Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-524	Closed	-$91.4K	–	269
2022 Q4	$91.4K	Buy	524 +390	+291%	+$69.4K	0.03%	137
2022 Q3	$22K	Sell	134 -6,048	-98%	-$1.1M	0.01%	221
2022 Q2	$1.05M	Buy	6,182 +3,019	+95%	+$557K	0.27%	70
2022 Q1	$649K	Hold	3,163	–	–	0.17%	87
2021 Q4	$704K	Buy	3,163 +315	+11%	+$71.2K	0.19%	84
2021 Q3	$623K	Hold	2,848	–	–	0.18%	84
2021 Q2	$653K	Sell	2,848 -15	-0.5%	-$3.37K	0.19%	83
2021 Q1	$633K	Buy	2,863 +1,782	+165%	+$389K	0.19%	91
2020 Q4	$212K	Buy	1,081 +904	+511%	+$158K	0.07%	114
2020 Q3	$27K	Sell	177 -57	-24%	-$8.57K	0.01%	213
2020 Q2	$34K	Hold	234	–	–	0.01%	232
2020 Q1	$27K	Hold	234	–	–	0.01%	192
2019 Q4	$39K	Buy	+234	New	+$37K	0.02%	200

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Leelyn Smith's IWM Position: Q1 2023 in Review

Leelyn Smith sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 524 shares — an estimated $91.4K sold.

Leelyn Smith first reported a position in IWM in Q4 2019 and held it in 13 quarters. The position peaked at $1.05M in Q2 2022. 1,908 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Leelyn Smith reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 524 iShares Russell 2000 ETF shares in Q1 2023, an estimated $91.4K.
Leelyn Smith first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's iShares Russell 2000 ETF position peaked at $1.05M in Q2 2022.
1,908 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.