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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stonebridge Financial Planning Group's IWM Position: Q2 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 978 shares — an estimated $201K sold.

Stonebridge Financial Planning Group first reported a position in IWM in Q4 2019 and held it in 10 quarters. The position peaked at $251K in Q2 2021. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Stonebridge Financial Planning Group reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 978 iShares Russell 2000 ETF shares in Q2 2022, an estimated $201K.
Stonebridge Financial Planning Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 10 quarters.
Stonebridge Financial Planning Group's iShares Russell 2000 ETF position peaked at $251K in Q2 2021.
1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2022, filed 1 Aug 2022.