Lumature Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Lumature Wealth Partners’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	$82.7K	Hold	441	–	–	0.05%	198
2023 Q1	$78.8K	Hold	441	–	–	0.04%	199
2022 Q4	$77K	Hold	441	–	–	0.04%	200
2022 Q3	$73K	Buy	441 +2	+0.5%	+$365	0.04%	204
2022 Q2	$74K	Buy	439 +1	+0.2%	+$184	0.03%	215
2022 Q1	$90K	Sell	438 -17	-4%	-$3.47K	0.04%	219
2021 Q4	$101K	Buy	455 +19	+4%	+$4.29K	0.04%	178
2021 Q3	$95K	Buy	436 +2	+0.5%	+$443	0.04%	183
2021 Q2	$100K	Hold	434	–	–	0.04%	176
2021 Q1	$96K	Buy	434 +1	+0.2%	+$218	0.05%	171
2020 Q4	$85K	Buy	+433	New	+$75.8K	0.08%	139

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lumature Wealth Partners's IWM Position: Q2 2023 in Review

Lumature Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q2 2023 at 441 shares worth $82.7K. The position accounts for 0.05% of the portfolio, ranked #198.

Lumature Wealth Partners first reported a position in IWM in Q4 2020 and has held it in 11 quarters since. The position peaked at $101K in Q4 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Lumature Wealth Partners held 441 shares of iShares Russell 2000 ETF worth $82.7K as of Q2 2023.
Lumature Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q2 2023.
iShares Russell 2000 ETF made up 0.05% of Lumature Wealth Partners's portfolio in Q2 2023, its #198 holding.
Lumature Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Russell 2000 ETF position peaked at $101K in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.