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

Southern 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
2023 Q1	$5.55M	Sell	31,136 -151	-0.5%	-$27.8K	2.16%	11
2022 Q4	$5.46M	Buy	31,287 +397	+1%	+$70.6K	2.19%	12
2022 Q3	$5.66M	Sell	30,890 -1,831	-6%	-$334K	2.28%	13
2022 Q2	$5.54M	Buy	32,721 +2,237	+7%	+$412K	2.12%	17
2022 Q1	$6.26M	Buy	30,484 +4,857	+19%	+$991K	2.04%	15
2021 Q4	$5.7M	Buy	25,627 +1,091	+4%	+$247K	2.26%	14
2021 Q3	$5.37M	Sell	24,536 -225	-0.9%	-$49.9K	1.58%	21
2021 Q2	$5.53M	Buy	24,761 +154	+0.6%	+$34.6K	1.6%	20
2021 Q1	$5.44M	Buy	24,607 +5,209	+27%	+$1.14M	1.79%	18
2020 Q4	$3.8M	Buy	19,398 +474	+3%	+$82.9K	1.44%	21
2020 Q3	$2.83M	Buy	18,924 +12	+0.1%	+$1.8K	1.04%	23
2020 Q2	$2.71M	Sell	18,912 -4,482	-19%	-$588K	0.53%	18
2020 Q1	$2.68M	Sell	23,394 -82	-0.3%	-$12.2K	0.56%	20
2019 Q4	$3.89M	Buy	+23,476	New	+$3.71M	0.73%	12

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Southern Wealth Management's IWM Position: Q1 2023 in Review

Southern Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.48% in Q1 2023, selling an estimated $27.8K and leaving 31,136 shares worth $5.55M. The position accounts for 2.16% of the portfolio, ranked #11.

Southern Wealth Management first reported a position in IWM in Q4 2019 and has held it in 14 quarters since. The position peaked at $6.26M in Q1 2022. 1,903 funds tracked by Wall St. Rank hold IWM as of Q1 2023.

Southern Wealth Management held 31,136 shares of iShares Russell 2000 ETF worth $5.55M as of Q1 2023.
Southern Wealth Management sold 151 iShares Russell 2000 ETF shares in Q1 2023, an estimated $27.8K.
iShares Russell 2000 ETF made up 2.16% of Southern Wealth Management's portfolio in Q1 2023, its #11 holding.
Southern Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's iShares Russell 2000 ETF position peaked at $6.26M in Q1 2022.
1,903 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.