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

Asset Advisors Investment 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
Q3 		– Sell
-6
Closed -$1K – 127
2020
Q2 		$1K Buy
+6
New +$787 ﹤0.01% 178

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Asset Advisors Investment Management's IWM Position: Q3 2020 in Review

Asset Advisors Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Asset Advisors Investment Management first reported a position in IWM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Asset Advisors Investment Management reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Asset Advisors Investment Management sold 6 iShares Russell 2000 ETF shares in Q3 2020, an estimated $1K.
  • Asset Advisors Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 1 quarter.
  • Asset Advisors Investment Management's iShares Russell 2000 ETF position peaked at $1K in Q2 2020.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Asset Advisors Investment Management's 13F filing for Q3 2020, filed 20 Oct 2020.