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

Vanguard 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
2022
Q4 		– Sell
-3,310
Closed -$546K – 128
2022
Q3 		$546K Buy
+3,310
New +$604K 0.66% 39

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IWM Position: Q4 2022 in Review

Vanguard Capital Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 3,310 shares — an estimated $546K sold.

Vanguard Capital Wealth Advisors first reported a position in IWM in Q3 2022 and held it in 1 quarter. The position peaked at $546K in Q3 2022. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Vanguard Capital Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 3,310 iShares Russell 2000 ETF shares in Q4 2022, an estimated $546K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q3 2022 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's iShares Russell 2000 ETF position peaked at $546K in Q3 2022.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2022, filed 18 Jan 2023.