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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Secure Asset Management's IWM Position: Q1 2022 in Review

Secure Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 5,347 shares — an estimated $1.19M sold.

Secure Asset Management first reported a position in IWM in Q4 2019 and held it in 7 quarters. The position peaked at $1.22M in Q3 2021. 1,940 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Secure Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
Secure Asset Management sold 5,347 iShares Russell 2000 ETF shares in Q1 2022, an estimated $1.19M.
Secure Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 7 quarters.
Secure Asset Management's iShares Russell 2000 ETF position peaked at $1.22M in Q3 2021.
1,940 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Secure Asset Management's 13F filing for Q1 2022, filed 19 Apr 2022.