MilWealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

MilWealth Group’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
2020 Q2	–	Sell	-20	Closed	-$2.29K	–	70
2020 Q1	$2.29K	Hold	20	–	–	﹤0.01%	59
2019 Q4	$3.31K	Hold	20	–	–	﹤0.01%	63
2019 Q3	$3.03K	Hold	20	–	–	﹤0.01%	62
2019 Q2	$3.11K	Hold	20	–	–	﹤0.01%	58
2019 Q1	$3.06K	Hold	20	–	–	﹤0.01%	59
2018 Q4	$2.68K	Buy	+20	New	+$2.98K	﹤0.01%	68

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MilWealth Group's IWM Position: Q2 2020 in Review

MilWealth Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 20 shares — an estimated $2.29K sold.

MilWealth Group first reported a position in IWM in Q4 2018 and held it in 6 quarters. The position peaked at $3.31K in Q4 2019. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

MilWealth Group reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
MilWealth Group sold 20 iShares Russell 2000 ETF shares in Q2 2020, an estimated $2.29K.
MilWealth Group first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 6 quarters.
MilWealth Group's iShares Russell 2000 ETF position peaked at $3.31K in Q4 2019.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on MilWealth Group's 13F filing for Q2 2020, filed 9 May 2023.