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YorkBridge Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

YorkBridge Wealth Partners’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 		$388K Hold
2,227
– – 0.1% 149
2022
Q3 		$367K Hold
2,227
– – 0.09% 152
2022
Q2 		$377K Hold
2,227
– – 0.1% 156
2022
Q1 		$457K Buy
2,227
+150
+7% +$30.6K 0.1% 152
2021
Q4 		$462K Sell
2,077
-1
-0% -$226 0.1% 154
2021
Q3 		$454K Buy
2,078
+79
+4% +$17.5K 0.11% 141
2021
Q2 		$459K Hold
1,999
– – 0.12% 135
2021
Q1 		$442K Sell
1,999
-20
-1% -$4.37K 0.13% 128
2020
Q4 		$396K Buy
2,019
+131
+7% +$22.9K 0.13% 127
2020
Q3 		$283K Sell
1,888
-20
-1% -$3.01K 0.12% 143
2020
Q2 		$273K Hold
1,908
– – 0.12% 141
2020
Q1 		$218K Sell
1,908
-1,214
-39% -$181K 0.13% 145
2019
Q4 		$517K Sell
3,122
-380
-11% -$60.1K 0.24% 102
2019
Q3 		$530K Buy
3,502
+1,113
+47% +$170K 0.27% 92
2019
Q2 		$371K Buy
2,389
+399
+20% +$61.5K 0.16% 118
2019
Q1 		$305K Sell
1,990
-98
-5% -$14.7K 0.14% 133
2018
Q4 		$280K Hold
2,088
– – 0.15% 131
2018
Q3 		$347K Hold
2,088
– – 0.16% 127
2018
Q2 		$342K Hold
2,088
– – 0.15% 136
2018
Q1 		$323K Hold
2,088
– – 0.15% 135
2017
Q4 		$309K Buy
2,088
+630
+43% +$94.6K 0.15% 136
2017
Q3 		$216K Hold
1,458
– – 0.11% 164
2017
Q2 		$207K Buy
1,458
+20
+1% +$2.77K 0.11% 168
2017
Q1 		$200K Hold
1,438
– – 0.1% 168
2016
Q4 		$193K Buy
+1,438
New +$184K 0.11% 156

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

YorkBridge Wealth Partners's IWM Position: Q4 2022 in Review

YorkBridge Wealth Partners held its iShares Russell 2000 ETF (IWM) position steady in Q4 2022 at 2,227 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #149.

YorkBridge Wealth Partners first reported a position in IWM in Q4 2016 and has held it in 25 quarters since. The position peaked at $530K in Q3 2019. 1,981 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • YorkBridge Wealth Partners held 2,227 shares of iShares Russell 2000 ETF worth $388K as of Q4 2022.
  • YorkBridge Wealth Partners left its iShares Russell 2000 ETF share count unchanged in Q4 2022.
  • iShares Russell 2000 ETF made up 0.1% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #149 holding.
  • YorkBridge Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's iShares Russell 2000 ETF position peaked at $530K in Q3 2019.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.