Wealth Management Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth Management Solutions’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 Q2	–	Sell	-1,299	Closed	-$232K	–	89
2023 Q1	$232K	Sell	1,299 -2,218	-63%	-$408K	0.13%	77
2022 Q4	$613K	Buy	+3,517	New	+$625K	0.32%	38
2022 Q2	–	Sell	-1,265	Closed	-$260K	–	102
2022 Q1	$260K	Sell	1,265 -588	-32%	-$120K	0.14%	92
2021 Q4	$412K	Buy	+1,853	New	+$419K	0.21%	72

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Solutions's IWM Position: Q2 2023 in Review

Wealth Management Solutions sold out of iShares Russell 2000 ETF (IWM) in Q2 2023, closing a stake of 1,299 shares — an estimated $232K sold.

Wealth Management Solutions first reported a position in IWM in Q4 2021 and held it in 4 quarters. The position peaked at $613K in Q4 2022. 1,959 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

Wealth Management Solutions reported no remaining iShares Russell 2000 ETF position as of Q2 2023 after selling out during the quarter.
Wealth Management Solutions sold 1,299 iShares Russell 2000 ETF shares in Q2 2023, an estimated $232K.
Wealth Management Solutions first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 4 quarters.
Wealth Management Solutions's iShares Russell 2000 ETF position peaked at $613K in Q4 2022.
1,959 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on Wealth Management Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.