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New England Guild Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

New England Guild 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
2022
Q4 		$4.71M Sell
27,023
-3,868
-13% -$688K 2.48% 12
2022
Q3 		$5.09M Buy
30,891
+85
+0.3% +$15.5K 3.08% 10
2022
Q2 		$5.22M Sell
30,806
-5,666
-16% -$1.04M 3.22% 9
2022
Q1 		$7.49M Buy
36,472
+2,120
+6% +$432K 3.97% 6
2021
Q4 		$7.64M Buy
34,352
+910
+3% +$206K 3.83% 5
2021
Q3 		$7.32M Buy
33,442
+823
+3% +$182K 3.88% 5
2021
Q2 		$7.48M Buy
32,619
+2,626
+9% +$590K 4.06% 5
2021
Q1 		$6.63M Buy
29,993
+4,363
+17% +$953K 3.73% 6
2020
Q4 		$5.03M Buy
25,630
+2,600
+11% +$455K 2.98% 8
2020
Q3 		$3.45M Buy
23,030
+1,304
+6% +$196K 2.41% 12
2020
Q2 		$3.11M Buy
21,726
+14,640
+207% +$1.92M 2.29% 12
2020
Q1 		$811K Sell
7,086
-12,694
-64% -$1.89M 0.73% 31
2019
Q4 		$3.28M Sell
19,780
-6,695
-25% -$1.06M 2.35% 15
2019
Q3 		$4.01M Sell
26,475
-3,396
-11% -$519K 2.88% 14
2019
Q2 		$4.64M Buy
29,871
+436
+1% +$67.2K 3.45% 11
2019
Q1 		$4.44M Sell
29,435
-1,336
-4% -$201K 3.36% 11
2018
Q4 		$4.12M Buy
30,771
+24,499
+391% +$3.66M 3.46% 12
2018
Q3 		$1.06M Buy
6,272
+232
+4% +$39.2K 0.95% 24
2018
Q2 		$989K Buy
6,040
+63
+1% +$10.1K 0.9% 25
2018
Q1 		$907K Buy
5,977
+61
+1% +$9.42K 0.86% 24
2017
Q4 		$902K Buy
+5,916
New +$889K 0.86% 24

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

New England Guild Wealth Advisors's IWM Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q4 2022, selling an estimated $688K and leaving 27,023 shares worth $4.71M. The position accounts for 2.48% of the portfolio, ranked #12.

New England Guild Wealth Advisors first reported a position in IWM in Q4 2017 and has held it in 21 quarters since. The position peaked at $7.64M in Q4 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • New England Guild Wealth Advisors held 27,023 shares of iShares Russell 2000 ETF worth $4.71M as of Q4 2022.
  • New England Guild Wealth Advisors sold 3,868 iShares Russell 2000 ETF shares in Q4 2022, an estimated $688K.
  • iShares Russell 2000 ETF made up 2.48% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #12 holding.
  • New England Guild Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's iShares Russell 2000 ETF position peaked at $7.64M in Q4 2021.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.