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Affinity Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Affinity Investment Advisors’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
-1,870
Closed -$310K – 146
2019
Q4 		$310K Buy
+1,870
New +$296K 0.11% 125
2019
Q1 		– Sell
-1,850
Closed -$248K – 142
2018
Q4 		$248K Buy
+1,850
New +$276K 0.04% 128
2018
Q3 		– Sell
-1,765
Closed -$289K – 162
2018
Q2 		$289K Buy
+1,765
New +$282K 0.04% 166
2017
Q2 		– Sell
-2,295
Closed -$316K – 182
2017
Q1 		$316K Buy
+2,295
New +$314K 0.03% 143
2016
Q3 		– Sell
-1,809
Closed -$208K – 164
2016
Q2 		$208K Buy
+1,809
New +$204K 0.02% 153

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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return