Swaine & Leidel Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Swaine & Leidel Wealth Services’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 Q1	$735K	Buy	+735	New	+$150K	0.57%	40
2021 Q3	$689K	Buy	+3,154	New	+$699K	0.61%	34
2021 Q1	$735K	Buy	+3,325	New	+$726K	0.47%	46
2019 Q3	–	Sell	-1,756	Closed	-$273K	–	67
2019 Q2	$273K	Buy	+1,756	New	+$271K	0.29%	46

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Swaine & Leidel Wealth Services's IWM Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2022: 735 shares worth $735K. The stake represents 0.57% of the portfolio and ranks #40 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in IWM as recently as Q3 2021.

Swaine & Leidel Wealth Services first reported a position in IWM in Q2 2019 and has held it in 4 quarters since. 1,939 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

Swaine & Leidel Wealth Services held 735 shares of iShares Russell 2000 ETF worth $735K as of Q1 2022.
iShares Russell 2000 ETF was a new Swaine & Leidel Wealth Services position in Q1 2022.
iShares Russell 2000 ETF made up 0.57% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #40 holding.
Swaine & Leidel Wealth Services first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 4 quarters since.
1,939 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.