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

Stonebridge Financial Planning Group’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
Q2 		– Sell
-978
Closed -$201K – 117
2022
Q1 		$201K Sell
978
-1
-0.1% -$204 0.11% 110
2021
Q4 		$191K Buy
979
+76
+8% +$17.2K 0.1% 123
2021
Q3 		$216K Sell
903
-204
-18% -$45.2K 0.11% 118
2021
Q2 		$251K Buy
1,107
+821
+287% +$185K 0.13% 108
2021
Q1 		$64K Hold
286
– – 0.04% 188
2020
Q4 		$56K Buy
286
+1
+0.4% +$175 0.04% 186
2020
Q3 		$46K Sell
285
-100
-26% -$15K 0.03% 197
2020
Q2 		$55K Buy
385
+1
+0.3% +$131 0.05% 173
2020
Q1 		$45K Sell
384
-49
-11% -$7.31K 0.04% 180
2019
Q4 		$72K Buy
+433
New +$68.4K 0.07% 150

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return