McMillion Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

McMillion Capital 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
2023 Q2	$18.7K	Buy	+100	New	+$17.8K	0.02%	131
2022 Q4	–	Sell	-100	Closed	-$16K	–	133
2022 Q3	$16K	Hold	100	–	–	0.01%	140
2022 Q2	$17K	Buy	+100	New	+$18.4K	0.01%	149
2021 Q1	–	Sell	-100	Closed	-$20K	–	184
2020 Q4	$20K	Buy	+100	New	+$17.5K	0.01%	170
2020 Q2	–	Sell	-100	Closed	-$11K	–	173
2020 Q1	$11K	Hold	100	–	–	0.01%	167
2019 Q4	$17K	Hold	100	–	–	0.01%	166
2019 Q3	$15K	Hold	100	–	–	0.01%	169
2019 Q2	$16K	Buy	+100	New	+$15.4K	0.01%	169

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

McMillion Capital Management's IWM Position: Q2 2023 in Review

McMillion Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2023: 100 shares worth $18.7K. The stake represents 0.02% of the portfolio and ranks #131 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in IWM as recently as Q3 2022.

McMillion Capital Management first reported a position in IWM in Q2 2019 and has held it in 8 quarters since. The position peaked at $20K in Q4 2020. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

McMillion Capital Management held 100 shares of iShares Russell 2000 ETF worth $18.7K as of Q2 2023.
iShares Russell 2000 ETF was a new McMillion Capital Management position in Q2 2023.
iShares Russell 2000 ETF made up 0.02% of McMillion Capital Management's portfolio in Q2 2023, its #131 holding.
McMillion Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 8 quarters since.
McMillion Capital Management's iShares Russell 2000 ETF position peaked at $20K in Q4 2020.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.