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Affinia Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Affinia Financial Group’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
2020
Q1 		– Sell
-2,006
Closed -$283K – 22
2019
Q4 		$283K Buy
+2,006
New +$317K 0.18% 16

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BlackRock
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UBS Group
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BNP Paribas Financial Markets
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Affinia Financial Group's IWM Position: Q1 2020 in Review

Affinia Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 2,006 shares — an estimated $283K sold.

Affinia Financial Group first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $283K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Affinia Financial Group reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Affinia Financial Group sold 2,006 iShares Russell 2000 ETF shares in Q1 2020, an estimated $283K.
  • Affinia Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • Affinia Financial Group's iShares Russell 2000 ETF position peaked at $283K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Affinia Financial Group's 13F filing for Q1 2020, filed 14 May 2020.