Acorn Advisory Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$2.91M Buy
+19,200
New +$2.93M 3.6% 8
2018
Q1
Sell
-6,600
Closed -$1.01M 44
2017
Q4
$1.01M Buy
+6,600
New +$991K 0.66% 25

Other funds holding IWM

Acorn Advisory Capital's IWM Position: Q3 2019 in Review

Acorn Advisory Capital opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2019: 19,200 shares worth $2.91M. The stake represents 3.6% of the portfolio and ranks #8 among its holdings. This is a return to the name: Acorn Advisory Capital previously reported a position in IWM as recently as Q4 2017.

Acorn Advisory Capital first reported a position in IWM in Q4 2017 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • Acorn Advisory Capital held 19,200 shares of iShares Russell 2000 ETF worth $2.91M as of Q3 2019.
  • iShares Russell 2000 ETF was a new Acorn Advisory Capital position in Q3 2019.
  • iShares Russell 2000 ETF made up 3.6% of Acorn Advisory Capital's portfolio in Q3 2019, its #8 holding.
  • Acorn Advisory Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Acorn Advisory Capital's 13F filing for Q3 2019, filed 6 Nov 2019.