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Boys Arnold & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Boys Arnold & Co’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
Q2 		– Sell
-89,575
Closed -$10.3M – 112
2020
Q1 		$10.3M Sell
89,575
-693
-0.8% -$103K 1.81% 5
2019
Q4 		$15M Buy
90,268
+5,327
+6% +$842K 2.04% 5
2019
Q3 		$12.8M Sell
84,941
-402
-0.5% -$61.4K 1.92% 5
2019
Q2 		$13.3M Buy
85,343
+1,623
+2% +$250K 1.93% 6
2019
Q1 		$12.8M Sell
83,720
-154
-0.2% -$23.1K 1.92% 5
2018
Q4 		$11.1M Sell
83,874
-1,294
-2% -$193K 1.84% 5
2018
Q3 		$14.2M Buy
85,168
+420
+0.5% +$70.9K 1.96% 5
2018
Q2 		$13.9M Buy
84,748
+126
+0.1% +$20.2K 2.03% 6
2018
Q1 		$13.2M Sell
84,622
-2,149
-2% -$332K 1.92% 6
2017
Q4 		$13.2M Buy
86,771
+2,960
+4% +$445K 1.99% 6
2017
Q3 		$12.4M Sell
83,811
-1,454
-2% -$205K 1.98% 7
2017
Q2 		$12M Sell
85,265
-2,323
-3% -$322K 1.55% 8
2017
Q1 		$12M Sell
87,588
-97
-0.1% -$13.3K 1.9% 6
2016
Q4 		$11.8M Sell
87,685
-96
-0.1% -$12.3K 1.97% 6
2016
Q3 		$10.9M Buy
87,781
+1,502
+2% +$183K 1.86% 7
2016
Q2 		$9.92M Buy
86,279
+28,376
+49% +$3.2M 1.71% 8
2016
Q1 		$6.41M Sell
57,903
-115,703
-67% -$12M 2.53% 5
2015
Q4 		$19.6M Buy
173,606
+90,963
+110% +$10.5M 2.13% 6
2015
Q3 		$9.03M Sell
82,643
-3,956
-5% -$469K 1.88% 8
2015
Q2 		$10.8M Buy
86,599
+3,782
+5% +$472K 2.1% 6
2015
Q1 		$10.3M Buy
82,817
+4,542
+6% +$547K 1.96% 7
2014
Q4 		$9.36M Sell
78,275
-285
-0.4% -$32.6K 1.82% 9
2014
Q3 		$8.59M Sell
78,560
-6,429
-8% -$736K 1.69% 12
2014
Q2 		$10.1M Sell
84,989
-719
-0.8% -$81.7K 1.74% 12
2014
Q1 		$9.97M Buy
85,708
+175
+0.2% +$20.2K 1.81% 11
2013
Q4 		$9.87M Buy
85,533
+5,704
+7% +$630K 1.88% 9
2013
Q3 		$8.51M Buy
79,829
+2,117
+3% +$219K 1.77% 11
2013
Q2 		$7.54M Buy
+77,712
New +$7.42M 1.64% 12

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Boys Arnold & Co's IWM Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 89,575 shares — an estimated $10.3M sold.

Boys Arnold & Co first reported a position in IWM in Q2 2013 and held it in 28 quarters. The position peaked at $19.6M in Q4 2015. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 89,575 iShares Russell 2000 ETF shares in Q2 2020, an estimated $10.3M.
  • Boys Arnold & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares Russell 2000 ETF position peaked at $19.6M in Q4 2015.
  • 1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.