LWS Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

LWS Wealth Advisors’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 Q4	$369K	Sell	1,837 -35	-2%	-$6.27K	0.14%	51
2023 Q3	$331K	Buy	1,872 +64	+4%	+$12K	0.14%	45
2023 Q2	$339K	Sell	1,808 -277	-13%	-$49.4K	0.14%	46
2023 Q1	$372K	Sell	2,085 -292	-12%	-$53.8K	0.15%	44
2022 Q4	$415K	Sell	2,377 -1,635	-41%	-$291K	0.17%	41
2022 Q3	$662K	Sell	4,012 -765	-16%	-$140K	0.25%	37
2022 Q2	$809K	Buy	+4,777	New	+$881K	0.38%	36
2020 Q1	–	Sell	-183	Closed	-$30K	–	61
2019 Q4	$30K	Buy	+183	New	+$28.9K	0.02%	72

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 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

LWS Wealth Advisors's IWM Position: Q4 2023 in Review

LWS Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q4 2023, selling an estimated $6.27K and leaving 1,837 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #51.

LWS Wealth Advisors first reported a position in IWM in Q4 2019 and has held it in 8 quarters since. The position peaked at $809K in Q2 2022. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

LWS Wealth Advisors held 1,837 shares of iShares Russell 2000 ETF worth $369K as of Q4 2023.
LWS Wealth Advisors sold 35 iShares Russell 2000 ETF shares in Q4 2023, an estimated $6.27K.
iShares Russell 2000 ETF made up 0.14% of LWS Wealth Advisors's portfolio in Q4 2023, its #51 holding.
LWS Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 8 quarters since.
LWS Wealth Advisors's iShares Russell 2000 ETF position peaked at $809K in Q2 2022.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.