20/20 Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

20/20 Capital Management’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
2021 Q2	$886K	Buy	3,864 +11	+0.3%	+$2.47K	0.23%	74
2021 Q1	$851K	Buy	3,853 +494	+15%	+$108K	0.25%	72
2020 Q4	$718K	Sell	3,359 -1,297	-28%	-$227K	0.21%	86
2020 Q3	$697K	Sell	4,656 -921	-17%	-$139K	0.26%	70
2020 Q2	$871K	Buy	+5,577	New	+$732K	0.34%	63

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

20/20 Capital Management's IWM Position: Q2 2021 in Review

20/20 Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.29% in Q2 2021, buying an estimated $2.47K and bringing the position to 3,864 shares worth $886K. The position accounts for 0.23% of the portfolio, ranked #74.

20/20 Capital Management first reported a position in IWM in Q2 2020 and has held it in 5 quarters since. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

20/20 Capital Management held 3,864 shares of iShares Russell 2000 ETF worth $886K as of Q2 2021.
20/20 Capital Management bought 11 iShares Russell 2000 ETF shares in Q2 2021, an estimated $2.47K.
iShares Russell 2000 ETF made up 0.23% of 20/20 Capital Management's portfolio in Q2 2021, its #74 holding.
20/20 Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 5 quarters since.
1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.