Titus Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Titus Wealth Management’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	$4.02M	Buy	23,728 +1,899	+9%	+$350K	2.01%	12
2022 Q1	$4.48M	Buy	21,829 +1,569	+8%	+$320K	2.02%	12
2021 Q4	$4.51M	Buy	20,260 +1,886	+10%	+$426K	2.03%	12
2021 Q3	$396K	Buy	18,374 +582	+3%	+$129K	0.21%	85
2021 Q2	$4.08M	Buy	17,792 +469	+3%	+$105K	2.21%	13
2021 Q1	$3.83M	Buy	17,323 +1,836	+12%	+$401K	2.24%	13
2020 Q4	$3.04M	Buy	15,487 +1,137	+8%	+$199K	1.86%	15
2020 Q3	$2.15M	Buy	14,350 +451	+3%	+$67.8K	1.53%	15
2020 Q2	$1.99M	Sell	13,899 -263	-2%	-$34.5K	1.57%	17
2020 Q1	$1.62M	Sell	14,162 -128	-0.9%	-$19.1K	1.53%	15
2019 Q4	$2.37M	Buy	14,290 +126	+0.9%	+$19.9K	2.37%	10
2019 Q3	$2.14M	Buy	14,164 +943	+7%	+$144K	1.96%	12
2019 Q2	$2.06M	Sell	13,221 -1,092	-8%	-$168K	2.03%	11
2019 Q1	$2.19K	Sell	14,313 -1,661	-10%	-$250K	1.93%	11
2018 Q4	$2.14K	Sell	15,974 -418	-3%	-$62.4K	1.82%	12
2018 Q3	$2.76M	Buy	16,392 +1,752	+12%	+$296K	2.38%	11
2018 Q2	$2.4M	Buy	14,640 +217	+2%	+$34.7K	2.56%	11
2018 Q1	$2.19M	Hold	14,423	–	–	2.1%	13
2017 Q4	$2.2M	Buy	+14,423	New	+$2.17M	2.48%	13

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Titus Wealth Management's IWM Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 8.7% in Q2 2022, buying an estimated $350K and bringing the position to 23,728 shares worth $4.02M. The position accounts for 2.01% of the portfolio, ranked #12.

Titus Wealth Management first reported a position in IWM in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.51M in Q4 2021. 1,856 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

Titus Wealth Management held 23,728 shares of iShares Russell 2000 ETF worth $4.02M as of Q2 2022.
Titus Wealth Management bought 1,899 iShares Russell 2000 ETF shares in Q2 2022, an estimated $350K.
iShares Russell 2000 ETF made up 2.01% of Titus Wealth Management's portfolio in Q2 2022, its #12 holding.
Titus Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's iShares Russell 2000 ETF position peaked at $4.51M in Q4 2021.
1,856 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.