Blue Sky Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Sky Asset Management’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 Q1	–	Sell	-3,003	Closed	-$641K	–	9
2020 Q4	$641K	Buy	+3,003	New	+$525K	2.49%	14
2018 Q4	–	Sell	-16,240	Closed	-$2.74M	–	67
2018 Q3	$2.74M	Buy	+16,240	New	+$2.74M	2.3%	6
2018 Q2	–	Sell	-11,340	Closed	-$1.72M	–	100
2018 Q1	$1.72M	Buy	+11,340	New	+$1.75M	1.25%	12

Other funds holding IWM

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Blue Sky Asset Management's IWM Position: Q1 2021 in Review

Blue Sky Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 3,003 shares — an estimated $641K sold.

Blue Sky Asset Management first reported a position in IWM in Q1 2018 and held it in 3 quarters. The position peaked at $2.74M in Q3 2018. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Blue Sky Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Blue Sky Asset Management sold 3,003 iShares Russell 2000 ETF shares in Q1 2021, an estimated $641K.
Blue Sky Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 3 quarters.
Blue Sky Asset Management's iShares Russell 2000 ETF position peaked at $2.74M in Q3 2018.
1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Blue Sky Asset Management's 13F filing for Q1 2021.