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 Q1	–	Sell	-10,000	Closed	-$1.75M	–	389
2022 Q4	$1.75M	Hold	10,000	–	–	0.36%	62
2022 Q3	$1.65M	Buy	10,000 +9,900	+9,900%	+$1.81M	0.33%	65
2022 Q2	$17K	Buy	+100	New	+$18.4K	﹤0.01%	403

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.