Personal Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Personal Capital 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	$1.16B	Buy	6,625,963 +358,325	+6%	+$63.7M	5.61%	2
2022 Q3	$1.03B	Buy	6,267,638 +260,184	+4%	+$47.5M	5.59%	2
2022 Q2	$1.02B	Buy	6,007,454 +883,722	+17%	+$163M	5.33%	3
2022 Q1	$1.05B	Buy	5,123,732 +62,798	+1%	+$12.8M	4.92%	2
2021 Q4	$1.13B	Buy	5,060,934 +227,670	+5%	+$51.4M	5.2%	2
2021 Q3	$1.06B	Buy	4,833,264 +328,639	+7%	+$72.9M	5.31%	2
2021 Q2	$1.03B	Buy	4,504,625 +245,944	+6%	+$55.3M	5.37%	2
2021 Q1	$941M	Sell	4,258,681 -538,922	-11%	-$118M	5.45%	2
2020 Q4	$941M	Buy	4,797,603 +80,196	+2%	+$14M	6.01%	2
2020 Q3	$707M	Buy	4,717,407 +97,983	+2%	+$14.7M	5.32%	2
2020 Q2	$661M	Buy	4,619,424 +456,700	+11%	+$59.9M	5.46%	2
2020 Q1	$490M	Buy	4,162,724 +398,353	+11%	+$59.4M	4.83%	4
2019 Q4	$624M	Buy	3,764,371 +248,635	+7%	+$39.3M	5.25%	3
2019 Q3	$532M	Buy	3,515,736 +213,190	+6%	+$32.6M	5.07%	3
2019 Q2	$514M	Buy	3,302,546 +277,228	+9%	+$42.7M	5.22%	3
2019 Q1	$463M	Buy	3,025,318 +636,296	+27%	+$95.6M	5.2%	3
2018 Q4	$320M	Sell	2,389,022 -120,165	-5%	-$17.9M	4.28%	4
2018 Q3	$423M	Buy	2,509,187 +144,291	+6%	+$24.4M	5.42%	2
2018 Q2	$387M	Buy	2,364,896 +345,245	+17%	+$55.2M	5.45%	3
2018 Q1	$307M	Buy	2,019,651 +362,054	+22%	+$55.9M	4.78%	3
2017 Q4	$253M	Buy	1,657,597 +190,789	+13%	+$28.7M	4.31%	3
2017 Q3	$217M	Buy	1,466,808 +188,741	+15%	+$26.6M	4.23%	4
2017 Q2	$180M	Buy	1,278,067 +551,085	+76%	+$76.3M	3.94%	4
2017 Q1	$99M	Buy	+726,982	New	+$99.3M	2.49%	6
2014 Q3	–	Sell	-1,733	Closed	-$206K	–	135
2014 Q2	$206K	Sell	1,733 -11	-0.6%	-$1.25K	0.03%	86
2014 Q1	$203K	Buy	+1,744	New	+$201K	0.05%	85

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Personal Capital Advisors's IWM Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q4 2022, buying an estimated $63.7M and bringing the position to 6,625,963 shares worth $1.16B. The position accounts for 5.61% of the portfolio, ranked #2.

Personal Capital Advisors first reported a position in IWM in Q1 2014 and has held it in 26 quarters since. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Personal Capital Advisors held 6,625,963 shares of iShares Russell 2000 ETF worth $1.16B as of Q4 2022.
Personal Capital Advisors bought 358,325 iShares Russell 2000 ETF shares in Q4 2022, an estimated $63.7M.
iShares Russell 2000 ETF made up 5.61% of Personal Capital Advisors's portfolio in Q4 2022, its #2 holding.
Personal Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 26 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.