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Melone Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Melone Private Wealth’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
Q1 		– Sell
-1,989
Closed -$347K – 53
2022
Q4 		$347K Sell
1,989
-809
-29% -$144K 0.29% 48
2022
Q3 		$486K Sell
2,798
-27
-1% -$4.92K 0.42% 42
2022
Q2 		$496K Buy
2,825
+16
+0.6% +$2.95K 0.42% 42
2022
Q1 		$535K Sell
2,809
-2,005
-42% -$409K 0.44% 44
2021
Q4 		$1.07M Buy
+4,814
New +$1.09M 0.81% 34

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Melone Private Wealth's IWM Position: Q1 2023 in Review

Melone Private Wealth sold out of iShares Russell 2000 ETF (IWM) in Q1 2023, closing a stake of 1,989 shares — an estimated $347K sold.

Melone Private Wealth first reported a position in IWM in Q4 2021 and held it in 5 quarters. The position peaked at $1.07M in Q4 2021. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

  • Melone Private Wealth reported no remaining iShares Russell 2000 ETF position as of Q1 2023 after selling out during the quarter.
  • Melone Private Wealth sold 1,989 iShares Russell 2000 ETF shares in Q1 2023, an estimated $347K.
  • Melone Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 5 quarters.
  • Melone Private Wealth's iShares Russell 2000 ETF position peaked at $1.07M in Q4 2021.
  • 1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Melone Private Wealth's 13F filing for Q1 2023, filed 20 Apr 2023.