ML&R Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

ML&R 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	$925K	Buy	4,401 +34	+0.8%	+$6.78K	0.21%	28
2023 Q4	$877K	Hold	4,367	–	–	0.2%	29
2023 Q3	$772K	Hold	4,367	–	–	0.2%	28
2023 Q2	$818K	Hold	4,367	–	–	0.18%	50
2023 Q1	$779K	Hold	4,367	–	–	0.21%	33
2022 Q4	$761K	Hold	4,367	–	–	0.23%	30
2022 Q3	$720K	Hold	4,367	–	–	0.24%	31
2022 Q2	$740K	Hold	4,367	–	–	0.33%	24
2022 Q1	$896K	Buy	4,367 +1	+0%	+$204	0.33%	17
2021 Q4	$971K	Buy	+4,366	New	+$987K	0.36%	15

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

ML&R Wealth Management's IWM Position: Q1 2024 in Review

ML&R Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 0.78% in Q1 2024, buying an estimated $6.78K and bringing the position to 4,401 shares worth $925K. The position accounts for 0.21% of the portfolio, ranked #28.

ML&R Wealth Management first reported a position in IWM in Q4 2021 and has held it in 10 quarters since. The position peaked at $971K in Q4 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

ML&R Wealth Management held 4,401 shares of iShares Russell 2000 ETF worth $925K as of Q1 2024.
ML&R Wealth Management bought 34 iShares Russell 2000 ETF shares in Q1 2024, an estimated $6.78K.
iShares Russell 2000 ETF made up 0.21% of ML&R Wealth Management's portfolio in Q1 2024, its #28 holding.
ML&R Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 10 quarters since.
ML&R Wealth Management's iShares Russell 2000 ETF position peaked at $971K in Q4 2021.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.