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Bel Air Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.62M Sell
11,432
-585
-5% -$132K 0.08% 110
2021
Q1 		$2.65M Buy
+12,017
New +$2.62M 0.08% 115
2013
Q3 		$854K Buy
+8,011
New +$829K 0.12% 63

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bel Air Investment Advisors's IWM Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 4.9% in Q2 2021, selling an estimated $132K and leaving 11,432 shares worth $2.62M. The position accounts for 0.08% of the portfolio, ranked #110.

Bel Air Investment Advisors first reported a position in IWM in Q3 2013 and has held it in 3 quarters since. The position peaked at $2.65M in Q1 2021. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Bel Air Investment Advisors held 11,432 shares of iShares Russell 2000 ETF worth $2.62M as of Q2 2021.
  • Bel Air Investment Advisors sold 585 iShares Russell 2000 ETF shares in Q2 2021, an estimated $132K.
  • iShares Russell 2000 ETF made up 0.08% of Bel Air Investment Advisors's portfolio in Q2 2021, its #110 holding.
  • Bel Air Investment Advisors first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 3 quarters since.
  • Bel Air Investment Advisors's iShares Russell 2000 ETF position peaked at $2.65M in Q1 2021.
  • 1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.