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Personal Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Personal Wealth Partners’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
Q2 		– Sell
-18,133
Closed -$3.72M – 36
2022
Q1 		$3.72M Sell
18,133
-199
-1% -$40.6K 1.62% 16
2021
Q4 		$4.08M Sell
18,332
-863
-4% -$195K 1.68% 15
2021
Q3 		$4.2M Sell
19,195
-1,100
-5% -$244K 1.77% 15
2021
Q2 		$4.66M Sell
20,295
-53
-0.3% -$11.9K 1.88% 15
2021
Q1 		$4.5M Sell
20,348
-1,165
-5% -$254K 2.03% 13
2020
Q4 		$4.22M Sell
21,513
-753
-3% -$132K 1.97% 13
2020
Q3 		$3.33M Buy
22,266
+12
+0.1% +$1.8K 1.75% 13
2020
Q2 		$3.19M Sell
22,254
-195
-0.9% -$25.6K 1.75% 13
2020
Q1 		$2.57M Sell
22,449
-5,271
-19% -$786K 1.54% 12
2019
Q4 		$4.59M Sell
27,720
-3,639
-12% -$575K 1.98% 11
2019
Q3 		$4.75M Sell
31,359
-1,239
-4% -$189K 2.19% 11
2019
Q2 		$5.08M Sell
32,598
-1,029
-3% -$159K 2.43% 9
2019
Q1 		$5.15M Buy
+33,627
New +$5.05M 2.74% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Personal Wealth Partners's IWM Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 18,133 shares — an estimated $3.72M sold.

Personal Wealth Partners first reported a position in IWM in Q1 2019 and held it in 13 quarters. The position peaked at $5.15M in Q1 2019. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Personal Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 18,133 iShares Russell 2000 ETF shares in Q2 2022, an estimated $3.72M.
  • Personal Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 13 quarters.
  • Personal Wealth Partners's iShares Russell 2000 ETF position peaked at $5.15M in Q1 2019.
  • 1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.