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

QP 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 Q3	$217K	Buy	+1,225	New	+$230K	0.38%	66
2023 Q1	–	Sell	-2,245	Closed	-$391K	–	68
2022 Q4	$391K	Buy	+2,245	New	+$399K	0.61%	42
2020 Q4	–	Sell	-1,400	Closed	-$210K	–	72
2020 Q3	$210K	Sell	1,400 -100	-7%	-$15K	0.27%	61
2020 Q2	$215K	Sell	1,500 -300	-17%	-$39.4K	0.3%	53
2020 Q1	$217K	Buy	1,800 +200	+13%	+$29.8K	0.31%	55
2019 Q4	$262K	Buy	+1,600	New	+$253K	0.32%	69

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

QP Wealth Management's IWM Position: Q3 2023 in Review

QP Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2023: 1,225 shares worth $217K. The stake represents 0.38% of the portfolio and ranks #66 among its holdings. This is a return to the name: QP Wealth Management previously reported a position in IWM as recently as Q4 2022.

QP Wealth Management first reported a position in IWM in Q4 2019 and has held it in 6 quarters since. The position peaked at $391K in Q4 2022. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

QP Wealth Management held 1,225 shares of iShares Russell 2000 ETF worth $217K as of Q3 2023.
iShares Russell 2000 ETF was a new QP Wealth Management position in Q3 2023.
iShares Russell 2000 ETF made up 0.38% of QP Wealth Management's portfolio in Q3 2023, its #66 holding.
QP Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 6 quarters since.
QP Wealth Management's iShares Russell 2000 ETF position peaked at $391K in Q4 2022.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.