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

Minot 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
2022 Q2	$621K	Hold	3,669	–	–	0.16%	102
2022 Q1	$753K	Sell	3,669 -178	-5%	-$36.3K	0.16%	100
2021 Q4	$856K	Sell	3,847 -1	-0%	-$226	0.16%	99
2021 Q3	$842K	Buy	3,848 +1	+0%	+$222	0.18%	100
2021 Q2	$855K	Sell	3,847 -96	-2%	-$21.6K	0.19%	99
2021 Q1	$871K	Buy	3,943 +515	+15%	+$112K	0.22%	96
2020 Q4	$672K	Buy	3,428 +228	+7%	+$39.9K	0.2%	95
2020 Q3	$479K	Sell	3,200 -865	-21%	-$130K	0.18%	93
2020 Q2	$582K	Sell	4,065 -840	-17%	-$110K	0.29%	78
2020 Q1	$561K	Sell	4,905 -37,982	-89%	-$5.66M	0.4%	65
2019 Q4	$7.19M	Buy	+42,887	New	+$6.78M	3.28%	5

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Minot Wealth Management's IWM Position: Q2 2022 in Review

Minot Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2022 at 3,669 shares worth $621K. The position accounts for 0.16% of the portfolio, ranked #102.

Minot Wealth Management first reported a position in IWM in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.19M in Q4 2019. 1,857 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Minot Wealth Management held 3,669 shares of iShares Russell 2000 ETF worth $621K as of Q2 2022.
Minot Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q2 2022.
iShares Russell 2000 ETF made up 0.16% of Minot Wealth Management's portfolio in Q2 2022, its #102 holding.
Minot Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's iShares Russell 2000 ETF position peaked at $7.19M in Q4 2019.
1,857 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.