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Sterling Financial Planning’s iShares Russell 2000 ETF IWM Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-142
Closed -$31K – 243
2021
Q3 		$31K Hold
142
– – 0.02% 226
2021
Q2 		$32K Buy
142
+1
+0.7% +$225 0.02% 213
2021
Q1 		$31K Hold
141
– – 0.02% 194
2020
Q4 		$28K Buy
+141
New +$24.7K 0.02% 188

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Sterling Financial Planning's IWM Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 142 shares — an estimated $31K sold.

Sterling Financial Planning first reported a position in IWM in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 2,036 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 142 iShares Russell 2000 ETF shares in Q4 2021, an estimated $31K.
  • Sterling Financial Planning first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares Russell 2000 ETF position peaked at $32K in Q2 2021.
  • 2,036 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.