Bingham Osborn & Scarborough’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,665
| Closed | -$1.02M | – | 78 |
|
|
2021
Q3 | $1.02M | Buy |
4,665
+204
| +5% | +$45.2K | 0.07% | 56 |
|
|
2021
Q2 | $1.02M | Sell |
4,461
-159
| -3% | -$35.7K | 0.07% | 54 |
|
|
2021
Q1 | $1.02M | Buy |
4,620
+36
| +0.8% | +$7.86K | 0.08% | 50 |
|
|
2020
Q4 | $899K | Sell |
4,584
-581
| -11% | -$102K | 0.07% | 50 |
|
|
2020
Q3 | $774K | Buy |
5,165
+175
| +4% | +$26.3K | 0.06% | 73 |
|
|
2020
Q2 | $714K | Buy |
4,990
+3
| +0.1% | +$394 | 0.06% | 77 |
|
|
2020
Q1 | $571K | Sell |
4,987
-2,726
| -35% | -$406K | 0.06% | 83 |
|
|
2019
Q4 | $1.28M | Buy |
7,713
+184
| +2% | +$29.1K | 0.1% | 53 |
|
|
2019
Q3 | $1.14M | Buy |
7,529
+2,199
| +41% | +$336K | 0.1% | 56 |
|
|
2019
Q2 | $829K | Buy |
5,330
+486
| +10% | +$74.9K | 0.07% | 66 |
|
|
2019
Q1 | $741K | Buy |
4,844
+312
| +7% | +$46.9K | 0.07% | 67 |
|
|
2018
Q4 | $607K | Sell |
4,532
-454
| -9% | -$67.7K | 0.06% | 70 |
|
|
2018
Q3 | $840K | Sell |
4,986
-240
| -5% | -$40.5K | 0.07% | 59 |
|
|
2018
Q2 | $856K | Buy |
5,226
+1,703
| +48% | +$272K | 0.08% | 55 |
|
|
2018
Q1 | $535K | Sell |
3,523
-733
| -17% | -$113K | 0.05% | 77 |
|
|
2017
Q4 | $649K | Buy |
4,256
+1
| +0% | +$150 | 0.06% | 65 |
|
|
2017
Q3 | $631K | Sell |
4,255
-153
| -3% | -$21.5K | 0.06% | 63 |
|
|
2017
Q2 | $621K | Sell |
4,408
-25
| -0.6% | -$3.46K | 0.06% | 60 |
|
|
2017
Q1 | $610K | Sell |
4,433
-1,254
| -22% | -$171K | 0.06% | 61 |
|
|
2016
Q4 | $767K | Sell |
5,687
-18
| -0.3% | -$2.3K | 0.08% | 49 |
|
|
2016
Q3 | $709K | Sell |
5,705
-855
| -13% | -$104K | 0.08% | 57 |
|
|
2016
Q2 | $754K | Hold |
6,560
| – | – | 0.09% | 51 |
|
|
2016
Q1 | $726K | Buy |
6,560
+9
| +0.1% | +$932 | 0.08% | 53 |
|
|
2015
Q4 | $738K | Sell |
6,551
-105
| -2% | -$12.1K | 0.09% | 48 |
|
|
2015
Q3 | $727K | Buy |
6,656
+89
| +1% | +$10.6K | 0.09% | 50 |
|
|
2015
Q2 | $820K | Sell |
6,567
-323
| -5% | -$40.4K | 0.1% | 45 |
|
|
2015
Q1 | $857K | Sell |
6,890
-11
| -0.2% | -$1.33K | 0.1% | 45 |
|
|
2014
Q4 | $826K | Sell |
6,901
-523
| -7% | -$59.8K | 0.1% | 49 |
|
|
2014
Q3 | $812K | Buy |
7,424
+647
| +10% | +$74K | 0.1% | 47 |
|
|
2014
Q2 | $805K | Sell |
6,777
-44
| -0.6% | -$5K | 0.11% | 40 |
|
|
2014
Q1 | $794K | Sell |
6,821
-785
| -10% | -$90.6K | 0.11% | 40 |
|
|
2013
Q4 | $877K | Sell |
7,606
-135
| -2% | -$14.9K | 0.13% | 35 |
|
|
2013
Q3 | $825K | Buy |
7,741
+494
| +7% | +$51.1K | 0.13% | 35 |
|
|
2013
Q2 | $703K | Buy |
+7,247
| New | +$692K | 0.12% | 38 |
|
Other funds holding IWM
Bingham Osborn & Scarborough's IWM Position: Q4 2021 in Review
Bingham Osborn & Scarborough sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 4,665 shares — an estimated $1.02M sold.
Bingham Osborn & Scarborough first reported a position in IWM in Q2 2013 and held it in 34 quarters. The position peaked at $1.28M in Q4 2019. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.
- Bingham Osborn & Scarborough reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
- Bingham Osborn & Scarborough sold 4,665 iShares Russell 2000 ETF shares in Q4 2021, an estimated $1.02M.
- Bingham Osborn & Scarborough first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 34 quarters.
- Bingham Osborn & Scarborough's iShares Russell 2000 ETF position peaked at $1.28M in Q4 2019.
- 2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.
Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.