Ten Capital Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-169	Closed	-$30.1K	–	363
2023 Q1	$30.1K	Sell	169 -15	-8%	-$2.76K	0.01%	275
2022 Q4	$32.1K	Buy	184 +81	+79%	+$14.4K	0.01%	214
2022 Q3	$17K	Buy	103 +4	+4%	+$730	0.01%	258
2022 Q2	$17K	Buy	99 +20	+25%	+$3.69K	0.01%	218
2022 Q1	$16K	Hold	79	–	–	0.01%	239
2021 Q4	$18K	Hold	79	–	–	0.01%	232
2021 Q3	$17K	Sell	79 -3,024	-97%	-$670K	0.01%	215
2021 Q2	$712K	Buy	3,103 +156	+5%	+$35.1K	0.16%	86
2021 Q1	$651K	Buy	2,947 +580	+25%	+$127K	0.16%	82
2020 Q4	$464K	Sell	2,367 -64	-3%	-$11.2K	0.13%	93
2020 Q3	$364K	Buy	+2,431	New	+$366K	0.12%	84

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ten Capital Wealth Advisors's IWM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 169 shares — an estimated $30.1K sold.

Ten Capital Wealth Advisors first reported a position in IWM in Q3 2020 and held it in 11 quarters. The position peaked at $712K in Q2 2021. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 169 iShares Russell 2000 ETF shares in Q2 2023, an estimated $30.1K.
Ten Capital Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's iShares Russell 2000 ETF position peaked at $712K in Q2 2021.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.