Wealth Alliance Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Alliance Advisory Group’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	-2,157	Closed	-$356K	–	180
2022 Q3	$356K	Sell	2,157 -568	-21%	-$104K	0.16%	90
2022 Q2	$462K	Buy	+2,725	New	+$502K	0.22%	75
2022 Q1	–	Sell	-3,520	Closed	-$783K	–	164
2021 Q4	$783K	Hold	3,520	–	–	0.34%	52
2021 Q3	$770K	Hold	3,520	–	–	0.37%	49
2021 Q2	$807K	Sell	3,520 -36	-1%	-$8.09K	0.39%	48
2021 Q1	$786K	Hold	3,556	–	–	0.4%	46
2020 Q4	$697K	Buy	3,556 +145	+4%	+$25.4K	0.38%	47
2020 Q3	$511K	Hold	3,411	–	–	0.3%	54
2020 Q2	$488K	Hold	3,411	–	–	0.3%	57
2020 Q1	$390K	Hold	3,411	–	–	0.3%	61
2019 Q4	$565K	Hold	3,411	–	–	0.32%	52
2019 Q3	$512K	Sell	3,411 -400	-10%	-$61.1K	0.32%	53
2019 Q2	$592K	Buy	3,811 +400	+12%	+$61.7K	0.36%	49
2019 Q1	$537K	Hold	3,411	–	–	0.35%	50
2018 Q4	$457K	Sell	3,411 -2,750	-45%	-$410K	0.34%	53
2018 Q3	$1.04M	Hold	6,161	–	–	0.53%	41
2018 Q2	$1.01M	Hold	6,161	–	–	0.55%	39
2018 Q1	$935K	Buy	6,161 +36	+0.6%	+$5.56K	0.54%	40
2017 Q4	$934K	Buy	+6,125	New	+$920K	0.84%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealth Alliance Advisory Group's IWM Position: Q4 2022 in Review

Wealth Alliance Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 2,157 shares — an estimated $356K sold.

Wealth Alliance Advisory Group first reported a position in IWM in Q4 2017 and held it in 19 quarters. The position peaked at $1.04M in Q3 2018. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

Wealth Alliance Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
Wealth Alliance Advisory Group sold 2,157 iShares Russell 2000 ETF shares in Q4 2022, an estimated $356K.
Wealth Alliance Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 19 quarters.
Wealth Alliance Advisory Group's iShares Russell 2000 ETF position peaked at $1.04M in Q3 2018.
1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2022, filed 17 Jan 2023.