LWM Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

LWM Advisory Services’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
2022 Q4	–	Sell	-1,236	Closed	-$207K	–	108
2022 Q3	$207K	Buy	+1,236	New	+$225K	0.23%	115
2022 Q2	–	Sell	-2,157	Closed	-$440K	–	119
2022 Q1	$440K	Sell	2,157 -98	-4%	-$20K	0.55%	54
2021 Q4	$502K	Buy	+2,255	New	+$510K	0.62%	46

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LWM Advisory Services's IWM Position: Q4 2022 in Review

LWM Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 1,236 shares — an estimated $207K sold.

LWM Advisory Services first reported a position in IWM in Q4 2021 and held it in 3 quarters. The position peaked at $502K in Q4 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

LWM Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 1,236 iShares Russell 2000 ETF shares in Q4 2022, an estimated $207K.
LWM Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 3 quarters.
LWM Advisory Services's iShares Russell 2000 ETF position peaked at $502K in Q4 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.