Ropes Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $630K | Sell |
3,564
-642
| -15% | -$121K | 0.12% | 130 |
|
|
2023
Q2 | $788K | Buy |
4,206
+470
| +13% | +$83.8K | 0.13% | 136 |
|
|
2023
Q1 | $667K | Sell |
3,736
-137
| -4% | -$25.2K | 0.12% | 147 |
|
|
2022
Q4 | $675K | Sell |
3,873
-266
| -6% | -$47.3K | 0.12% | 140 |
|
|
2022
Q3 | $683K | Sell |
4,139
-2,094
| -34% | -$382K | 0.14% | 128 |
|
|
2022
Q2 | $1.06M | Buy |
6,233
+88
| +1% | +$16.2K | 0.22% | 104 |
|
|
2022
Q1 | $1.26M | Sell |
6,145
-763
| -11% | -$156K | 0.22% | 105 |
|
|
2021
Q4 | $1.54M | Sell |
6,908
-4
| -0.1% | -$904 | 0.27% | 85 |
|
|
2021
Q3 | $1.51M | Sell |
6,912
-497
| -7% | -$110K | 0.24% | 89 |
|
|
2021
Q2 | $1.7M | Buy |
7,409
+109
| +1% | +$24.5K | 0.27% | 85 |
|
|
2021
Q1 | $1.6M | Sell |
7,300
-455
| -6% | -$99.3K | 0.28% | 85 |
|
|
2020
Q4 | $1.52M | Sell |
7,755
-330
| -4% | -$57.7K | 0.24% | 79 |
|
|
2020
Q3 | $1.21M | Sell |
8,085
-50
| -0.6% | -$7.52K | 0.23% | 76 |
|
|
2020
Q2 | $1.17M | Buy |
8,135
+1,933
| +31% | +$254K | 0.24% | 74 |
|
|
2020
Q1 | $710K | Sell |
6,202
-3,307
| -35% | -$493K | 0.18% | 93 |
|
|
2019
Q4 | $1.52M | Buy |
9,509
+762
| +9% | +$120K | 0.33% | 63 |
|
|
2019
Q3 | $1.32M | Sell |
8,747
-196
| -2% | -$29.9K | 0.28% | 74 |
|
|
2019
Q2 | $1.39M | Buy |
8,943
+100
| +1% | +$15.4K | 0.29% | 66 |
|
|
2019
Q1 | $1.35M | Sell |
8,843
-184
| -2% | -$27.7K | 0.36% | 67 |
|
|
2018
Q4 | $1.21M | Sell |
9,027
-80
| -0.9% | -$11.9K | 0.35% | 65 |
|
|
2018
Q3 | $1.53M | Sell |
9,107
-566
| -6% | -$95.6K | 0.38% | 61 |
|
|
2018
Q2 | $1.58M | Sell |
9,673
-157
| -2% | -$25.1K | 0.43% | 56 |
|
|
2018
Q1 | $1.49M | Sell |
9,830
-3,033
| -24% | -$468K | 0.41% | 60 |
|
|
2017
Q4 | $1.96M | Sell |
12,863
-121
| -0.9% | -$18.2K | 0.51% | 53 |
|
|
2017
Q3 | $1.92M | Sell |
12,984
-463
| -3% | -$65.1K | 0.52% | 52 |
|
|
2017
Q2 | $1.9M | Sell |
13,447
-551
| -4% | -$76.3K | 0.54% | 49 |
|
|
2017
Q1 | $1.92M | Buy |
13,998
+169
| +1% | +$23.1K | 0.56% | 45 |
|
|
2016
Q4 | $1.86M | Buy |
13,829
+428
| +3% | +$54.7K | 0.58% | 45 |
|
|
2016
Q3 | $1.67M | Buy |
13,401
+195
| +1% | +$23.7K | 0.56% | 43 |
|
|
2016
Q2 | $1.52M | Buy |
13,206
+82
| +0.6% | +$9.25K | 0.53% | 43 |
|
|
2016
Q1 | $1.45M | Buy |
13,124
+25
| +0.2% | +$2.59K | 0.64% | 42 |
|
|
2015
Q4 | $1.48M | Hold |
13,099
| – | – | 0.65% | 40 |
|
|
2015
Q3 | $1.43M | Sell |
13,099
-323
| -2% | -$38.3K | 0.75% | 32 |
|
|
2015
Q2 | $1.68M | Sell |
13,422
-41
| -0.3% | -$5.12K | 0.91% | 28 |
|
|
2015
Q1 | $1.67M | Buy |
+13,463
| New | +$1.62M | 0.87% | 29 |
|
Other funds holding IWM
Ropes Wealth Advisors's IWM Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 15% in Q3 2023, selling an estimated $121K and leaving 3,564 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #130.
Ropes Wealth Advisors first reported a position in IWM in Q1 2015 and has held it in 35 quarters since. The position peaked at $1.96M in Q4 2017. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.
- Ropes Wealth Advisors held 3,564 shares of iShares Russell 2000 ETF worth $630K as of Q3 2023.
- Ropes Wealth Advisors sold 642 iShares Russell 2000 ETF shares in Q3 2023, an estimated $121K.
- iShares Russell 2000 ETF made up 0.12% of Ropes Wealth Advisors's portfolio in Q3 2023, its #130 holding.
- Ropes Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.96M in Q4 2017.
- 1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.