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Atlanta Financial Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Atlanta Financial Associates’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
Q1 		$378K Hold
1,928
– – 0.18% 45
2020
Q4 		$378K Sell
1,928
-24
-1% -$4.2K 0.18% 46
2020
Q3 		$292K Sell
1,952
-139
-7% -$20.9K 0.15% 49
2020
Q2 		$299K Buy
2,091
+130
+7% +$17.1K 0.17% 45
2020
Q1 		$224K Buy
+1,961
New +$292K 0.18% 48

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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atlanta Financial Associates's IWM Position: Q1 2021 in Review

Atlanta Financial Associates held its iShares Russell 2000 ETF (IWM) position steady in Q1 2021 at 1,928 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #45.

Atlanta Financial Associates first reported a position in IWM in Q1 2020 and has held it in 5 quarters since. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • Atlanta Financial Associates held 1,928 shares of iShares Russell 2000 ETF worth $378K as of Q1 2021.
  • Atlanta Financial Associates left its iShares Russell 2000 ETF share count unchanged in Q1 2021.
  • iShares Russell 2000 ETF made up 0.18% of Atlanta Financial Associates's portfolio in Q1 2021, its #45 holding.
  • Atlanta Financial Associates first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 5 quarters since.
  • 1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.