Moss Adams Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Moss Adams Wealth Advisors’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 Q4	–	Sell	-429	Closed	-$76.3K	–	150
2023 Q3	$76.3K	Hold	429	–	–	0.03%	110
2023 Q2	$80.3K	Sell	429 -101	-19%	-$18K	0.03%	102
2023 Q1	$94.6K	Buy	530 +101	+24%	+$18.6K	0.03%	98
2022 Q4	$74.8K	Buy	+429	New	+$76.3K	0.04%	118

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Moss Adams Wealth Advisors's IWM Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 429 shares — an estimated $76.3K sold.

Moss Adams Wealth Advisors first reported a position in IWM in Q4 2022 and held it in 4 quarters. The position peaked at $94.6K in Q1 2023. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 429 iShares Russell 2000 ETF shares in Q4 2023, an estimated $76.3K.
Moss Adams Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Russell 2000 ETF position peaked at $94.6K in Q1 2023.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.