MinichMacGregor Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

MinichMacGregor Wealth 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
2024 Q1	–	Sell	-1,020	Closed	-$205K	–	109
2023 Q4	$205K	Buy	+1,020	New	+$183K	0.06%	101
2023 Q1	–	Sell	-158	Closed	-$27.5K	–	357
2022 Q4	$27.5K	Buy	+158	New	+$28.1K	0.01%	248
2018 Q2	–	Sell	-100	Closed	-$15K	–	557
2018 Q1	$15K	Hold	100	–	–	0.01%	241
2017 Q4	$15K	Buy	+100	New	+$15K	0.01%	242
2017 Q2	–	Sell	-100	Closed	-$13K	–	496
2017 Q1	$13K	Hold	100	–	–	0.01%	238
2016 Q4	$13K	Buy	+100	New	+$12.8K	0.01%	227

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

MinichMacGregor Wealth Management's IWM Position: Q1 2024 in Review

MinichMacGregor Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 1,020 shares — an estimated $205K sold.

MinichMacGregor Wealth Management first reported a position in IWM in Q4 2016 and held it in 6 quarters. The position peaked at $205K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

MinichMacGregor Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,020 iShares Russell 2000 ETF shares in Q1 2024, an estimated $205K.
MinichMacGregor Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 6 quarters.
MinichMacGregor Wealth Management's iShares Russell 2000 ETF position peaked at $205K in Q4 2023.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.