Wipfli Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wipfli Financial 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 Q3	$367K	Buy	+2,226	New	+$406K	0.03%	284

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wipfli Financial Advisors's IWM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2022: 2,226 shares worth $367K. The stake represents 0.03% of the portfolio and ranks #284 among its holdings.

1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Wipfli Financial Advisors held 2,226 shares of iShares Russell 2000 ETF worth $367K as of Q3 2022.
iShares Russell 2000 ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Russell 2000 ETF made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #284 holding.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.