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Berry Group’s iShares Russell 2000 ETF IWM Stock Holding History

Berry Group’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 		$675K Hold
3,444
– – 0.3% 60
2020
Q3 		$516K Sell
3,444
-127
-4% -$19.1K 0.28% 65
2020
Q2 		$511K Hold
3,571
– – 0.32% 58
2020
Q1 		$409K Hold
3,571
– – 0.31% 59
2019
Q4 		$592K Buy
+3,571
New +$564K 0.32% 63

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 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

Berry Group's IWM Position: Q4 2020 in Review

Berry Group held its iShares Russell 2000 ETF (IWM) position steady in Q4 2020 at 3,444 shares worth $675K. The position accounts for 0.3% of the portfolio, ranked #60.

Berry Group first reported a position in IWM in Q4 2019 and has held it in 5 quarters since. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Berry Group held 3,444 shares of iShares Russell 2000 ETF worth $675K as of Q4 2020.
  • Berry Group left its iShares Russell 2000 ETF share count unchanged in Q4 2020.
  • iShares Russell 2000 ETF made up 0.3% of Berry Group's portfolio in Q4 2020, its #60 holding.
  • Berry Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 5 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.