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Beech Hill Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Beech Hill 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
Q4 		– Sell
-2,000
Closed -$300K – 90
2020
Q3 		$300K Buy
+2,000
New +$301K 0.15% 77

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Beech Hill Advisors's IWM Position: Q4 2020 in Review

Beech Hill Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 2,000 shares — an estimated $300K sold.

Beech Hill Advisors first reported a position in IWM in Q3 2020 and held it in 1 quarter. The position peaked at $300K in Q3 2020. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Beech Hill Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
  • Beech Hill Advisors sold 2,000 iShares Russell 2000 ETF shares in Q4 2020, an estimated $300K.
  • Beech Hill Advisors first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 1 quarter.
  • Beech Hill Advisors's iShares Russell 2000 ETF position peaked at $300K in Q3 2020.
  • 1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Beech Hill Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.