Selective Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Selective Wealth 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 Q4	–	Sell	-556	Closed	-$92K	–	428
2022 Q3	$92K	Sell	556 -42	-7%	-$7.66K	0.04%	219
2022 Q2	$101K	Buy	598 +385	+181%	+$71K	0.04%	217
2022 Q1	$44K	Buy	+213	New	+$43.5K	0.02%	326
2021 Q1	–	Sell	-49	Closed	-$10K	–	406
2020 Q4	$10K	Buy	+49	New	+$8.57K	0.01%	245
2019 Q4	–	Sell	-14	Closed	-$2K	–	335
2019 Q3	$2K	Buy	+14	New	+$2.14K	﹤0.01%	295

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $1.28T AUM 58.89% 1-Year Est. Return

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

Selective Wealth Management's IWM Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 556 shares — an estimated $92K sold.

Selective Wealth Management first reported a position in IWM in Q3 2019 and held it in 5 quarters. The position peaked at $101K in Q2 2022. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Selective Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 556 iShares Russell 2000 ETF shares in Q4 2022, an estimated $92K.
Selective Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 5 quarters.
Selective Wealth Management's iShares Russell 2000 ETF position peaked at $101K in Q2 2022.
1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.