SAM
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Secure Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Secure Asset 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
2022
Q1 		– Sell
-5,347
Closed -$1.19M – 217
2021
Q4 		$1.19M Sell
5,347
-207
-4% -$46.8K 0.48% 36
2021
Q3 		$1.22M Buy
5,554
+2,882
+108% +$639K 0.6% 32
2021
Q2 		$613K Sell
2,672
-1,280
-32% -$288K 0.31% 57
2021
Q1 		$873K Buy
3,952
+1,666
+73% +$364K 0.49% 41
2020
Q4 		$448K Sell
2,286
-77
-3% -$13.5K 0.26% 82
2020
Q3 		$354K Buy
+2,363
New +$355K 0.24% 92
2020
Q1 		– Sell
-1,213
Closed -$201K – 134
2019
Q4 		$201K Buy
+1,213
New +$192K 0.14% 150

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return