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

Nauset 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 Q1	$35K	Buy	+170	New	+$34.7K	0.03%	142

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Nauset Wealth Management's IWM Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2022: 170 shares worth $35K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Nauset Wealth Management held 170 shares of iShares Russell 2000 ETF worth $35K as of Q1 2022.
iShares Russell 2000 ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Russell 2000 ETF made up 0.03% of Nauset Wealth Management's portfolio in Q1 2022, its #142 holding.
1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.