Liberty Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-588	Closed	-$133K	–	643
2021 Q3	$133K	Buy	588 +211	+56%	+$46.8K	0.05%	233
2021 Q2	$87K	Buy	377 +1	+0.3%	+$225	0.03%	228
2021 Q1	$79K	Hold	376	–	–	0.04%	213
2020 Q4	$79K	Buy	376 +209	+125%	+$36.6K	0.04%	211
2020 Q3	$25K	Buy	167 +91	+120%	+$13.7K	0.01%	364
2020 Q2	$11K	Buy	76 +67	+744%	+$8.79K	0.01%	471
2020 Q1	$1K	Sell	9 -25	-74%	-$3.73K	﹤0.01%	810
2019 Q4	$6K	Buy	34 +25	+278%	+$3.95K	﹤0.01%	641
2019 Q3	$1K	Hold	9	–	–	﹤0.01%	799
2019 Q2	$1K	Hold	9	–	–	﹤0.01%	828
2019 Q1	$1K	Hold	9	–	–	﹤0.01%	680
2018 Q4	$1K	Buy	+9	New	+$1.34K	﹤0.01%	713

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Liberty Wealth Management's IWM Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 588 shares — an estimated $133K sold.

Liberty Wealth Management first reported a position in IWM in Q4 2018 and held it in 12 quarters. The position peaked at $133K in Q3 2021. 2,037 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 588 iShares Russell 2000 ETF shares in Q4 2021, an estimated $133K.
Liberty Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Russell 2000 ETF position peaked at $133K in Q3 2021.
2,037 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.