PRW Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

PRW Wealth Management’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
2023 Q2	–	Sell	-3,789	Closed	-$664K	–	96
2023 Q1	$664K	Buy	+3,789	New	+$698K	0.26%	45
2022 Q4	–	Sell	-5,366	Closed	-$885K	–	83
2022 Q3	$885K	Sell	5,366 -622	-10%	-$113K	0.42%	32
2022 Q2	$1.01M	Sell	5,988 -1,165	-16%	-$215K	0.6%	32
2022 Q1	$1.47M	Buy	+7,153	New	+$1.46M	0.65%	33
2021 Q4	–	Sell	-2,116	Closed	-$463K	–	112
2021 Q3	$463K	Sell	2,116 -1,545	-42%	-$343K	0.23%	52
2021 Q2	$840K	Sell	3,661 -2,265	-38%	-$509K	0.25%	112
2021 Q1	$1.31M	Sell	5,926 -58	-1%	-$12.7K	0.64%	30
2020 Q4	$1.17M	Buy	5,984 +540	+10%	+$94.5K	0.66%	32
2020 Q3	$815K	Hold	5,444	–	–	0.58%	35
2020 Q2	$779K	Buy	5,444 +837	+18%	+$110K	0.62%	35
2020 Q1	$527K	Buy	+4,607	New	+$687K	0.64%	30
2019 Q2	–	Sell	-707	Closed	-$108K	–	363
2019 Q1	$108K	Hold	707	–	–	0.1%	75
2018 Q4	$95K	Buy	+707	New	+$105K	0.12%	93

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PRW Wealth Management's IWM Position: Q2 2023 in Review

PRW Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 3,789 shares — an estimated $664K sold.

PRW Wealth Management first reported a position in IWM in Q4 2018 and held it in 13 quarters. The position peaked at $1.47M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

PRW Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
PRW Wealth Management sold 3,789 iShares Russell 2000 ETF shares in Q2 2023, an estimated $664K.
PRW Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 13 quarters.
PRW Wealth Management's iShares Russell 2000 ETF position peaked at $1.47M in Q1 2022.
1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on PRW Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.