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

Legacy 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
2022 Q3	$326K	Buy	6,489 +5,232	+416%	+$954K	0.54%	46
2022 Q2	$213K	Buy	1,257 +151	+14%	+$27.8K	0.31%	84
2022 Q1	$227K	Buy	1,106 +75	+7%	+$15.3K	0.27%	83
2021 Q4	$229K	Sell	1,031 -66	-6%	-$14.9K	0.26%	82
2021 Q3	$240K	Hold	1,097	–	–	0.27%	84
2021 Q2	$252K	Buy	1,097 +10	+0.9%	+$2.25K	0.29%	77
2021 Q1	$240K	Sell	1,087 -222	-17%	-$48.5K	0.31%	73
2020 Q4	$257K	Buy	+1,309	New	+$229K	0.33%	62
2020 Q2	–	Sell	-2,437	Closed	-$279K	–	83
2020 Q1	$279K	Sell	2,437 -5,336	-69%	-$796K	0.45%	48
2019 Q4	$1.29M	Buy	+7,773	New	+$1.23M	1.46%	16

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Planning's IWM Position: Q3 2022 in Review

Legacy Wealth Planning increased its iShares Russell 2000 ETF (IWM) stake by 416% in Q3 2022, buying an estimated $954K and bringing the position to 6,489 shares worth $326K. The position accounts for 0.54% of the portfolio, ranked #46.

Legacy Wealth Planning first reported a position in IWM in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2019. 1,855 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Legacy Wealth Planning held 6,489 shares of iShares Russell 2000 ETF worth $326K as of Q3 2022.
Legacy Wealth Planning bought 5,232 iShares Russell 2000 ETF shares in Q3 2022, an estimated $954K.
iShares Russell 2000 ETF made up 0.54% of Legacy Wealth Planning's portfolio in Q3 2022, its #46 holding.
Legacy Wealth Planning first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 10 quarters since.
Legacy Wealth Planning's iShares Russell 2000 ETF position peaked at $1.29M in Q4 2019.
1,855 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.