MRA Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

MRA Advisory 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
2023 Q2	–	Sell	-2,327	Closed	-$415K	–	144
2023 Q1	$415K	Buy	+2,327	New	+$428K	0.3%	58
2022 Q1	–	Sell	-1,103	Closed	-$245K	–	119
2021 Q4	$245K	Buy	+1,103	New	+$249K	0.19%	98
2021 Q2	–	Sell	-1,120	Closed	-$247K	–	126
2021 Q1	$247K	Buy	+1,120	New	+$245K	0.23%	88

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MRA Advisory Group's IWM Position: Q2 2023 in Review

MRA Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 2,327 shares — an estimated $415K sold.

MRA Advisory Group first reported a position in IWM in Q1 2021 and held it in 3 quarters. The position peaked at $415K in Q1 2023. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

MRA Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
MRA Advisory Group sold 2,327 iShares Russell 2000 ETF shares in Q2 2023, an estimated $415K.
MRA Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 3 quarters.
MRA Advisory Group's iShares Russell 2000 ETF position peaked at $415K in Q1 2023.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on MRA Advisory Group's 13F filing for Q2 2023, filed 17 Jul 2023.