Resolute Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Resolute Financial’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	$257K	Buy	1,474 +5	+0.3%	+$889	0.22%	95
2022 Q3	$242K	Sell	1,469 -194	-12%	-$35.4K	0.23%	97
2022 Q2	$282K	Sell	1,663 -31	-2%	-$5.71K	0.25%	91
2022 Q1	$348K	Sell	1,694 -367	-18%	-$74.9K	0.28%	80
2021 Q4	$458K	Buy	+2,061	New	+$466K	0.34%	68

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Resolute Financial's IWM Position: Q4 2022 in Review

Resolute Financial increased its iShares Russell 2000 ETF (IWM) stake by 0.34% in Q4 2022, buying an estimated $889 and bringing the position to 1,474 shares worth $257K. The position accounts for 0.22% of the portfolio, ranked #95.

Resolute Financial first reported a position in IWM in Q4 2021 and has held it in 5 quarters since. The position peaked at $458K in Q4 2021. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Resolute Financial held 1,474 shares of iShares Russell 2000 ETF worth $257K as of Q4 2022.
Resolute Financial bought 5 iShares Russell 2000 ETF shares in Q4 2022, an estimated $889.
iShares Russell 2000 ETF made up 0.22% of Resolute Financial's portfolio in Q4 2022, its #95 holding.
Resolute Financial first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 5 quarters since.
Resolute Financial's iShares Russell 2000 ETF position peaked at $458K in Q4 2021.
1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.