TPB Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
TPB Wealth Advisors's IWM Position: Q1 2023 in Review
TPB Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 59% in Q1 2023, selling an estimated $747K and leaving 2,778 shares worth $496K. The position accounts for 0.27% of the portfolio, ranked #32.
TPB Wealth Advisors first reported a position in IWM in Q2 2022 and has held it in 4 quarters since. The position peaked at $1M in Q4 2022. 1,904 funds tracked by Wall St. Rank hold IWM as of Q1 2023.
- TPB Wealth Advisors held 2,778 shares of iShares Russell 2000 ETF worth $496K as of Q1 2023.
- TPB Wealth Advisors sold 4,058 iShares Russell 2000 ETF shares in Q1 2023, an estimated $747K.
- iShares Russell 2000 ETF made up 0.27% of TPB Wealth Advisors's portfolio in Q1 2023, its #32 holding.
- TPB Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2022 and has held it in 4 quarters since.
- TPB Wealth Advisors's iShares Russell 2000 ETF position peaked at $1M in Q4 2022.
- 1,904 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2023.
Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.