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

Stapp 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
-52
Closed -$9K – 66
2022
Q3 		$9K Buy
+52
New +$9.48K 0.03% 61

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Stapp Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 52 shares — an estimated $9K sold.

Stapp Wealth Management first reported a position in IWM in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 52 iShares Russell 2000 ETF shares in Q4 2022, an estimated $9K.
  • Stapp Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares Russell 2000 ETF position peaked at $9K in Q3 2022.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.