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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affinity Investment Advisors's IWM Position: Q1 2020 in Review

Affinity Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,870 shares — an estimated $310K sold.

Affinity Investment Advisors first reported a position in IWM in Q2 2016 and held it in 5 quarters. The position peaked at $316K in Q1 2017. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Affinity Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Affinity Investment Advisors sold 1,870 iShares Russell 2000 ETF shares in Q1 2020, an estimated $310K.
Affinity Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 5 quarters.
Affinity Investment Advisors's iShares Russell 2000 ETF position peaked at $316K in Q1 2017.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.