Private Wealth Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Strategies’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	–	Sell	-998	Closed	-$222K	–	83
2021 Q4	$222K	Buy	+998	New	+$226K	0.05%	70
2020 Q3	–	Sell	-1,758	Closed	-$252K	–	77
2020 Q2	$252K	Sell	1,758 -807	-31%	-$106K	0.11%	57
2020 Q1	$292K	Sell	2,565 -90	-3%	-$13.4K	0.15%	56
2019 Q4	$440K	Buy	+2,655	New	+$420K	0.18%	52

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Wealth Strategies's IWM Position: Q1 2022 in Review

Private Wealth Strategies sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 998 shares — an estimated $222K sold.

Private Wealth Strategies first reported a position in IWM in Q4 2019 and held it in 4 quarters. The position peaked at $440K in Q4 2019. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Private Wealth Strategies reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Private Wealth Strategies sold 998 iShares Russell 2000 ETF shares in Q1 2022, an estimated $222K.
Private Wealth Strategies first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 4 quarters.
Private Wealth Strategies's iShares Russell 2000 ETF position peaked at $440K in Q4 2019.
1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Private Wealth Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.