Veritable’s iShares Russell 2000 ETF IWM Stock Holding History

Veritable’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	–	Sell	-4,600	Closed	-$944K	–	936
2022 Q1	$944K	Hold	4,600	–	–	0.01%	414
2021 Q4	$1.02M	Hold	4,600	–	–	0.02%	395
2021 Q3	$1.01M	Hold	4,600	–	–	0.02%	380
2021 Q2	$1.05M	Buy	+4,600	New	+$1.03M	0.02%	369
2019 Q4	–	Sell	-3,500	Closed	-$530K	–	822
2019 Q3	$530K	Hold	3,500	–	–	0.01%	493
2019 Q2	$544K	Hold	3,500	–	–	0.01%	478
2019 Q1	$536K	Sell	3,500 -3,000	-46%	-$451K	0.01%	485
2018 Q4	$870K	Hold	6,500	–	–	0.02%	338
2018 Q3	$1.1M	Hold	6,500	–	–	0.02%	326
2018 Q2	$1.06M	Hold	6,500	–	–	0.02%	322
2018 Q1	$987K	Buy	+6,500	New	+$1M	0.02%	335
2014 Q4	–	Sell	-17,400	Closed	-$1.9M	–	966
2014 Q3	$1.9M	Hold	17,400	–	–	0.04%	268
2014 Q2	$1.88M	Hold	17,400	–	–	0.04%	269
2014 Q1	$2.02M	Buy	+17,400	New	+$2.01M	0.04%	247

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

Veritable's IWM Position: Q3 2023 in Review

Veritable sold out of iShares Russell 2000 ETF (IWM) in Q3 2023, closing a stake of 725,712 shares — an estimated $136M sold.

Veritable first reported a position in IWM in Q2 2013 and held it in 41 quarters. The position peaked at $169M in Q2 2021. 1,914 funds tracked by Wall St. Rank hold IWM as of Q3 2023.

Veritable reported no remaining iShares Russell 2000 ETF position as of Q3 2023 after selling out during the quarter.
Veritable sold 725,712 iShares Russell 2000 ETF shares in Q3 2023, an estimated $136M.
Veritable first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 41 quarters.
Veritable's iShares Russell 2000 ETF position peaked at $169M in Q2 2021.
1,914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.