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

Blue Square 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
2020
Q3 		– Sell
-186
Closed -$27K – 130
2020
Q2 		$27K Buy
+186
New +$24.4K 0.02% 141

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BlackRock
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Morgan Stanley
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Barclays
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
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Blue Square Asset Management's IWM Position: Q3 2020 in Review

Blue Square Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 186 shares — an estimated $27K sold.

Blue Square Asset Management first reported a position in IWM in Q2 2020 and held it in 1 quarter. The position peaked at $27K in Q2 2020. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Blue Square Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Blue Square Asset Management sold 186 iShares Russell 2000 ETF shares in Q3 2020, an estimated $27K.
  • Blue Square Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 1 quarter.
  • Blue Square Asset Management's iShares Russell 2000 ETF position peaked at $27K in Q2 2020.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Blue Square Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.