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Winning Points Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Winning Points 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
-9,151
Closed -$1.56M – 49
2022
Q3 		$1.56M Sell
9,151
-2,800
-23% -$511K 1.9% 11
2022
Q2 		$2.02M Sell
11,951
-12,185
-50% -$2.25M 2.22% 13
2022
Q1 		$4.96M Sell
24,136
-35,164
-59% -$7.17M 3.85% 5
2021
Q4 		$9.25M Buy
59,300
+35,154
+146% +$7.94M 6.72% 4
2021
Q3 		$5.28M Buy
24,146
+51
+0.2% +$11.3K 3.87% 6
2021
Q2 		$5.54M Hold
24,095
– – 4.15% 6
2021
Q1 		$5.31M Sell
24,095
-15
-0.1% -$3.27K 3.97% 6
2020
Q4 		$4.73M Sell
24,110
-43
-0.2% -$7.53K 3.8% 7
2020
Q3 		$3.6M Sell
24,153
-42
-0.2% -$6.32K 3.07% 8
2020
Q2 		$3.46M Sell
24,195
-9,052
-27% -$1.19M 3.3% 9
2020
Q1 		$3.76M Sell
33,247
-26,053
-44% -$3.88M 3.67% 9
2019
Q4 		$9.84M Hold
59,300
– – 6.27% 4
2019
Q3 		$8.98M Hold
59,300
– – 6.48% 4
2019
Q2 		$9.25M Buy
59,300
+6,500
+12% +$1M 6.72% 4
2019
Q1 		$8.09M Hold
52,800
– – 6.26% 4
2018
Q4 		$7.11M Buy
52,800
+4,000
+8% +$597K 6.1% 4
2018
Q3 		$8.24M Buy
48,800
+3,900
+9% +$658K 6.06% 4
2018
Q2 		$7.35M Buy
44,900
+4,000
+10% +$640K 5.87% 5
2018
Q1 		$6.15M Buy
40,900
+2,967
+8% +$458K 5.02% 5
2017
Q4 		$5.77M Buy
37,933
+1,973
+5% +$296K 4.7% 5
2017
Q3 		$5.33M Buy
35,960
+960
+3% +$135K 4.59% 5
2017
Q2 		$4.97M Buy
35,000
+500
+1% +$69.2K 4.86% 5
2017
Q1 		$4.74M Buy
34,500
+6,200
+22% +$847K 4.63% 6
2016
Q4 		$3.82M Buy
+28,300
New +$3.62M 4.17% 6

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

Winning Points Advisors's IWM Position: Q4 2022 in Review

Winning Points Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 9,151 shares — an estimated $1.56M sold.

Winning Points Advisors first reported a position in IWM in Q4 2016 and held it in 24 quarters. The position peaked at $9.84M in Q4 2019. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Winning Points Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Winning Points Advisors sold 9,151 iShares Russell 2000 ETF shares in Q4 2022, an estimated $1.56M.
  • Winning Points Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 24 quarters.
  • Winning Points Advisors's iShares Russell 2000 ETF position peaked at $9.84M in Q4 2019.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Winning Points Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.