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Leo Brokerage’s iShares Russell 2000 ETF IWM Stock Holding History

Leo Brokerage’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 		$407K Buy
2,171
+29
+1% +$5.17K 0.05% 209
2023
Q1 		$382K Buy
+2,142
New +$394K 0.06% 205

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's IWM Position: Q2 2023 in Review

Leo Brokerage increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q2 2023, buying an estimated $5.17K and bringing the position to 2,171 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #209.

Leo Brokerage first reported a position in IWM in Q1 2023 and has held it in 2 quarters since. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

  • Leo Brokerage held 2,171 shares of iShares Russell 2000 ETF worth $407K as of Q2 2023.
  • Leo Brokerage bought 29 iShares Russell 2000 ETF shares in Q2 2023, an estimated $5.17K.
  • iShares Russell 2000 ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #209 holding.
  • Leo Brokerage first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.