AdvicePeriod’s iShares Russell 2000 ETF IWM Stock Holding History

AdvicePeriod’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	$7.83M	Buy	34,144 +1,549	+5%	+$348K	0.51%	39
2021 Q1	$7.2M	Sell	32,595 -623	-2%	-$136K	0.51%	38
2020 Q4	$6.51M	Buy	33,218 +8,817	+36%	+$1.54M	0.5%	41
2020 Q3	$3.65M	Sell	24,401 -5,796	-19%	-$872K	0.33%	44
2020 Q2	$4.32M	Buy	30,197 +1,671	+6%	+$219K	0.47%	38
2020 Q1	$3.27M	Sell	28,526 -6,915	-20%	-$1.03M	0.34%	47
2019 Q4	$5.87M	Sell	35,441 -12,776	-26%	-$2.02M	0.51%	38
2019 Q3	$7.3M	Buy	48,217 +4,210	+10%	+$643K	0.68%	28
2019 Q2	$6.84M	Sell	44,007 -10,272	-19%	-$1.58M	0.64%	27
2019 Q1	$8.31M	Sell	54,279 -12,137	-18%	-$1.82M	0.79%	27
2018 Q4	$8.89M	Sell	66,416 -21,280	-24%	-$3.18M	1.01%	21
2018 Q3	$14.8M	Sell	87,696 -2,252	-3%	-$380K	1.61%	15
2018 Q2	$14.7M	Buy	89,948 +335	+0.4%	+$53.6K	2.34%	13
2018 Q1	$13.6M	Buy	89,613 +547	+0.6%	+$84.5K	2.35%	14
2017 Q4	$13.6M	Buy	+89,066	New	+$13.4M	2.58%	10

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AdvicePeriod's IWM Position: Q2 2021 in Review

AdvicePeriod increased its iShares Russell 2000 ETF (IWM) stake by 4.8% in Q2 2021, buying an estimated $348K and bringing the position to 34,144 shares worth $7.83M. The position accounts for 0.51% of the portfolio, ranked #39.

AdvicePeriod first reported a position in IWM in Q4 2017 and has held it in 15 quarters since. The position peaked at $14.8M in Q3 2018. 1,823 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

AdvicePeriod held 34,144 shares of iShares Russell 2000 ETF worth $7.83M as of Q2 2021.
AdvicePeriod bought 1,549 iShares Russell 2000 ETF shares in Q2 2021, an estimated $348K.
iShares Russell 2000 ETF made up 0.51% of AdvicePeriod's portfolio in Q2 2021, its #39 holding.
AdvicePeriod first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 15 quarters since.
AdvicePeriod's iShares Russell 2000 ETF position peaked at $14.8M in Q3 2018.
1,823 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on AdvicePeriod's 13F filing for Q2 2021, filed 29 Jul 2021.