Berman Capital Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Berman Capital 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 Q3	$1.14M	Buy	5,191 +1	+0%	+$222	0.18%	69
2021 Q2	$1.19M	Buy	5,190 +1	+0%	+$225	0.19%	64
2021 Q1	$1.15M	Sell	5,189 -842	-14%	-$184K	0.24%	56
2020 Q4	$1.18M	Sell	6,031 -4,213	-41%	-$737K	0.28%	52
2020 Q3	$1.53M	Sell	10,244 -418	-4%	-$62.9K	0.44%	33
2020 Q2	$1.53M	Sell	10,662 -3,649	-25%	-$479K	0.4%	35
2020 Q1	$1.64M	Buy	14,311 +3	+0%	+$447	0.53%	26
2019 Q4	$2.37M	Buy	14,308 +1,234	+9%	+$195K	0.68%	23
2019 Q3	$1.98M	Buy	13,074 +5,585	+75%	+$853K	0.62%	23
2019 Q2	$1.16M	Sell	7,489 -355	-5%	-$54.7K	0.37%	32
2019 Q1	$1.2M	Sell	7,844 -1,438	-15%	-$216K	0.4%	29
2018 Q4	$1.24M	Sell	9,282 -3,548	-28%	-$529K	0.49%	26
2018 Q3	$2.16M	Sell	12,830 -1,555	-11%	-$263K	0.91%	17
2018 Q2	$2.36M	Sell	14,385 -576	-4%	-$92.1K	0.82%	23
2018 Q1	$2.27M	Buy	+14,961	New	+$2.31M	0.87%	23

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Berman Capital Advisors's IWM Position: Q3 2021 in Review

Berman Capital Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.02% in Q3 2021, buying an estimated $222 and bringing the position to 5,191 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #69.

Berman Capital Advisors first reported a position in IWM in Q1 2018 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2019. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Berman Capital Advisors held 5,191 shares of iShares Russell 2000 ETF worth $1.14M as of Q3 2021.
Berman Capital Advisors bought 1 iShares Russell 2000 ETF share in Q3 2021, an estimated $222.
iShares Russell 2000 ETF made up 0.18% of Berman Capital Advisors's portfolio in Q3 2021, its #69 holding.
Berman Capital Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 15 quarters since.
Berman Capital Advisors's iShares Russell 2000 ETF position peaked at $2.37M in Q4 2019.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.