LeJeune Puetz Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

LeJeune Puetz Investment Counsel’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	$144K	Buy	805 +105	+15%	+$19.3K	0.05%	179
2022 Q4	$122K	Hold	700	–	–	0.05%	186
2022 Q3	$115K	Hold	700	–	–	0.05%	185
2022 Q2	$118K	Hold	700	–	–	0.05%	184
2022 Q1	$143K	Hold	700	–	–	0.05%	176
2021 Q4	$156K	Hold	700	–	–	0.05%	176
2021 Q3	$153K	Hold	700	–	–	0.06%	172
2021 Q2	$161K	Hold	700	–	–	0.06%	169
2021 Q1	$155K	Hold	700	–	–	0.06%	168
2020 Q4	$137K	Hold	700	–	–	0.06%	172
2020 Q3	$105K	Hold	700	–	–	0.05%	172
2020 Q2	$100K	Buy	+700	New	+$91.9K	0.05%	168
2020 Q1	–	Sell	-700	Closed	-$116K	–	179
2019 Q4	$116K	Hold	700	–	–	0.05%	175
2019 Q3	$106K	Hold	700	–	–	0.05%	173
2019 Q2	$109K	Hold	700	–	–	0.06%	172
2019 Q1	$107K	Buy	+700	New	+$105K	0.06%	170
2018 Q4	–	Sell	-700	Closed	-$118K	–	173
2018 Q3	$118K	Hold	700	–	–	0.07%	154
2018 Q2	$115K	Hold	700	–	–	0.07%	155
2018 Q1	$106K	Hold	700	–	–	0.07%	143
2017 Q4	$107K	Hold	700	–	–	0.07%	147
2017 Q3	$104K	Buy	+700	New	+$98.5K	0.07%	144

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LeJeune Puetz Investment Counsel's IWM Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its iShares Russell 2000 ETF (IWM) stake by 15% in Q1 2023, buying an estimated $19.3K and bringing the position to 805 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #179.

LeJeune Puetz Investment Counsel first reported a position in IWM in Q3 2017 and has held it in 21 quarters since. The position peaked at $161K in Q2 2021. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

LeJeune Puetz Investment Counsel held 805 shares of iShares Russell 2000 ETF worth $144K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 105 iShares Russell 2000 ETF shares in Q1 2023, an estimated $19.3K.
iShares Russell 2000 ETF made up 0.05% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #179 holding.
LeJeune Puetz Investment Counsel first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 21 quarters since.
LeJeune Puetz Investment Counsel's iShares Russell 2000 ETF position peaked at $161K in Q2 2021.
1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.