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

Outlook 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	–	Sell	-3,338	Closed	-$551K	–	190
2022 Q3	$551K	Sell	3,338 -84	-2%	-$15.3K	0.25%	98
2022 Q2	$580K	Sell	3,422 -167	-5%	-$30.8K	0.24%	113
2022 Q1	$737K	Sell	3,589 -11	-0.3%	-$2.24K	0.25%	103
2021 Q4	$801K	Sell	3,600 -574	-14%	-$130K	0.24%	99
2021 Q3	$913K	Sell	4,174 -298	-7%	-$66.1K	0.3%	82
2021 Q2	$1.03M	Sell	4,472 -211	-5%	-$47.4K	0.33%	78
2021 Q1	$1.03M	Buy	4,683 +339	+8%	+$74K	0.36%	69
2020 Q4	$852K	Buy	4,344 +758	+21%	+$133K	0.31%	77
2020 Q3	$537K	Sell	3,586 -283	-7%	-$42.6K	0.21%	106
2020 Q2	$554K	Sell	3,869 -150	-4%	-$19.7K	0.23%	91
2020 Q1	$460K	Buy	4,019 +695	+21%	+$104K	0.26%	78
2019 Q4	$551K	Sell	3,324 -77	-2%	-$12.2K	0.31%	55
2019 Q3	$515K	Buy	+3,401	New	+$519K	0.31%	70

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Outlook Wealth Advisors's IWM Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 3,338 shares — an estimated $551K sold.

Outlook Wealth Advisors first reported a position in IWM in Q3 2019 and held it in 13 quarters. The position peaked at $1.03M in Q1 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Outlook Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 3,338 iShares Russell 2000 ETF shares in Q4 2022, an estimated $551K.
Outlook Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 13 quarters.
Outlook Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.03M in Q1 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.