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Argent Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Argent Wealth Management’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
Q2 		$1.02M Sell
6,473
-569
-8% -$74.7K 0.17% 75
2020
Q1 		$793K Sell
7,042
-811
-10% -$121K 0.16% 76
2019
Q4 		$1.3M Buy
+7,853
New +$1.24M 0.22% 71

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Argent Wealth Management's IWM Position: Q2 2020 in Review

Argent Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.1% in Q2 2020, selling an estimated $74.7K and leaving 6,473 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #75.

Argent Wealth Management first reported a position in IWM in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.3M in Q4 2019. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Argent Wealth Management held 6,473 shares of iShares Russell 2000 ETF worth $1.02M as of Q2 2020.
  • Argent Wealth Management sold 569 iShares Russell 2000 ETF shares in Q2 2020, an estimated $74.7K.
  • iShares Russell 2000 ETF made up 0.17% of Argent Wealth Management's portfolio in Q2 2020, its #75 holding.
  • Argent Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares Russell 2000 ETF position peaked at $1.3M in Q4 2019.
  • 1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.