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Accurate Investment Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Accurate Investment 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
2019
Q4 		– Sell
-148
Closed -$22K – 442
2019
Q3 		$22K Buy
+148
New +$22.6K 0.02% 171
2017
Q3 		– Sell
-208
Closed -$29K – 513
2017
Q2 		$29K Buy
+208
New +$28.8K 0.02% 154

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accurate Investment Solutions's IWM Position: Q4 2019 in Review

Accurate Investment Solutions sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 148 shares — an estimated $22K sold.

Accurate Investment Solutions first reported a position in IWM in Q2 2017 and held it in 2 quarters. The position peaked at $29K in Q2 2017. 1,603 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • Accurate Investment Solutions reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 148 iShares Russell 2000 ETF shares in Q4 2019, an estimated $22K.
  • Accurate Investment Solutions first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 2 quarters.
  • Accurate Investment Solutions's iShares Russell 2000 ETF position peaked at $29K in Q2 2017.
  • 1,603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Accurate Investment Solutions's 13F filing for Q4 2019, filed 8 Jan 2020.