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

V 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 Q3	$719K	Sell	4,066 -65	-2%	-$12.2K	0.58%	35
2023 Q2	$774K	Sell	4,131 -70	-2%	-$12.5K	0.13%	153
2023 Q1	$732K	Buy	4,201 +1,109	+36%	+$204K	0.14%	153
2022 Q4	$539K	Buy	3,092 +164	+6%	+$29.2K	0.11%	179
2022 Q3	$483K	Sell	2,928 -1,270	-30%	-$232K	0.1%	205
2022 Q2	$711K	Sell	4,198 -1,281	-23%	-$236K	0.13%	172
2022 Q1	$1.13M	Buy	5,479 +2,468	+82%	+$503K	0.18%	131
2021 Q4	$670K	Buy	3,011 +225	+8%	+$50.8K	0.1%	201
2021 Q3	$609K	Sell	2,786 -2,507	-47%	-$556K	0.09%	226
2021 Q2	$1.22M	Buy	5,293 +2,337	+79%	+$525K	0.19%	131
2021 Q1	$653K	Buy	2,956 +990	+50%	+$216K	0.12%	196
2020 Q4	$386K	Buy	+1,966	New	+$344K	0.08%	255
2020 Q3	–	Sell	-2,767	Closed	-$396K	–	250
2020 Q2	$396K	Sell	2,767 -1,079	-28%	-$142K	0.1%	221
2020 Q1	$440K	Buy	3,846 +146	+4%	+$21.8K	0.14%	168
2019 Q4	$560K	Hold	3,700	–	–	0.2%	123
2019 Q3	$560K	Sell	3,700 -444	-11%	-$67.8K	0.2%	123
2019 Q2	$649K	Sell	4,144 -156	-4%	-$24K	0.25%	109
2019 Q1	$677K	Buy	4,300 +2,408	+127%	+$362K	0.27%	97
2018 Q4	$292K	Buy	1,892 +71	+4%	+$10.6K	0.15%	155
2018 Q3	$306K	Buy	1,821 +342	+23%	+$57.7K	0.14%	166
2018 Q2	$247K	Sell	1,479 -8	-0.5%	-$1.28K	0.14%	170
2018 Q1	$220K	Buy	+1,487	New	+$230K	0.12%	185
2017 Q4	–	Sell	-10,784	Closed	-$1.6M	–	218
2017 Q3	$1.6M	Sell	10,784 -1,149	-10%	-$162K	0.81%	39
2017 Q2	$1.68M	Buy	11,933 +1,005	+9%	+$139K	0.79%	38
2017 Q1	$1.5M	Buy	+10,928	New	+$1.49M	0.92%	36

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

V Wealth Advisors's IWM Position: Q3 2023 in Review

V Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q3 2023, selling an estimated $12.2K and leaving 4,066 shares worth $719K. The position accounts for 0.58% of the portfolio, ranked #35.

V Wealth Advisors first reported a position in IWM in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.68M in Q2 2017. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

V Wealth Advisors held 4,066 shares of iShares Russell 2000 ETF worth $719K as of Q3 2023.
V Wealth Advisors sold 65 iShares Russell 2000 ETF shares in Q3 2023, an estimated $12.2K.
iShares Russell 2000 ETF made up 0.58% of V Wealth Advisors's portfolio in Q3 2023, its #35 holding.
V Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 25 quarters since.
V Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.68M in Q2 2017.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.