LWMG
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Levy Wealth Management Group’s iShares Russell 2000 ETF IWM Stock Holding History

Levy Wealth Management Group’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 		$204K Sell
1,004
-393
-28% -$79.4K 0.05% 98
2024
Q1 		$280K Hold
1,397
– – 0.08% 83
2023
Q4 		$280K Buy
1,397
+5
+0.4% +$896 0.08% 83
2023
Q3 		$246K Hold
1,392
– – 0.08% 95
2023
Q2 		$261K Buy
1,392
+2
+0.1% +$357 0.08% 98
2023
Q1 		$248K Buy
1,390
+2
+0.1% +$368 0.08% 93
2022
Q4 		$242K Buy
1,388
+2
+0.1% +$356 0.08% 80
2022
Q3 		$229K Buy
+1,386
New +$253K 0.1% 68
2022
Q1 		– Sell
-984
Closed -$219K – 79
2021
Q4 		$219K Buy
+984
New +$222K 0.1% 72

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
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