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Retirement Financial Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Financial Solutions’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 		– Sell
-53,950
Closed -$10.1M – 40
2023
Q2 		$10.1M Buy
53,950
+8,223
+18% +$1.47M 6.94% 7
2023
Q1 		$8.16M Buy
45,727
+2,927
+7% +$539K 6.48% 7
2022
Q4 		$7.46M Buy
+42,800
New +$7.61M 6.34% 7

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Retirement Financial Solutions's IWM Position: Q3 2023 in Review

Retirement Financial Solutions sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 53,950 shares — an estimated $10.1M sold.

Retirement Financial Solutions first reported a position in IWM in Q4 2022 and held it in 3 quarters. The position peaked at $10.1M in Q2 2023. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

  • Retirement Financial Solutions reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 53,950 iShares Russell 2000 ETF shares in Q3 2023, an estimated $10.1M.
  • Retirement Financial Solutions first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 3 quarters.
  • Retirement Financial Solutions's iShares Russell 2000 ETF position peaked at $10.1M in Q2 2023.
  • 1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Retirement Financial Solutions's 13F filing for Q3 2023, filed 20 Oct 2023.