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Arden Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Arden Trust’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 		– Sell
-2,203
Closed -$487K – 308
2021
Q1 		$487K Hold
2,203
– – 0.08% 207
2020
Q4 		$432K Sell
2,203
-550
-20% -$96.2K 0.07% 214
2020
Q3 		$412K Hold
2,753
– – 0.07% 212
2020
Q2 		$394K Sell
2,753
-135
-5% -$17.7K 0.07% 211
2020
Q1 		$331K Sell
2,888
-1,630
-36% -$243K 0.07% 218
2019
Q4 		$749K Buy
4,518
+1,147
+34% +$181K 0.12% 170
2019
Q3 		$510K Hold
3,371
– – 0.08% 210
2019
Q2 		$524K Sell
3,371
-402
-11% -$62K 0.09% 207
2019
Q1 		$578K Sell
3,773
-32
-0.8% -$4.81K 0.09% 207
2018
Q4 		$509K Hold
3,805
– – 0.09% 198
2018
Q3 		$642K Sell
3,805
-15
-0.4% -$2.53K 0.1% 184
2018
Q2 		$626K Hold
3,820
– – 0.1% 191
2018
Q1 		$580K Sell
3,820
-193
-5% -$29.8K 0.09% 206
2017
Q4 		$612K Buy
4,013
+113
+3% +$17K 0.09% 196
2017
Q3 		$578K Sell
3,900
-187
-5% -$26.3K 0.09% 213
2017
Q2 		$576K Hold
4,087
– – 0.09% 217
2017
Q1 		$562K Sell
4,087
-650
-14% -$88.8K 0.09% 208
2016
Q4 		$638K Sell
4,737
-121
-2% -$15.5K 0.1% 198
2016
Q3 		$604K Buy
+4,858
New +$590K 0.09% 200
2015
Q1 		– Sell
-5,132
Closed -$614K – 451
2014
Q4 		$614K Sell
5,132
-195
-4% -$22.3K 0.08% 212
2014
Q3 		$582K Sell
5,327
-150
-3% -$17.2K 0.08% 218
2014
Q2 		$651K Hold
5,477
– – 0.09% 191
2014
Q1 		$638K Buy
5,477
+70
+1% +$8.07K 0.08% 206
2013
Q4 		$624K Buy
+5,407
New +$597K 0.08% 204

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arden Trust's IWM Position: Q2 2021 in Review

Arden Trust sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 2,203 shares — an estimated $487K sold.

Arden Trust first reported a position in IWM in Q4 2013 and held it in 24 quarters. The position peaked at $749K in Q4 2019. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Arden Trust reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Arden Trust sold 2,203 iShares Russell 2000 ETF shares in Q2 2021, an estimated $487K.
  • Arden Trust first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 24 quarters.
  • Arden Trust's iShares Russell 2000 ETF position peaked at $749K in Q4 2019.
  • 1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Arden Trust's 13F filing for Q2 2021, filed 19 Jul 2021.