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

Brave 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	-17,119	Closed	-$3.36M	–	152
2020 Q4	$3.36M	Buy	+17,119	New	+$3M	1.27%	21
2019 Q1	–	Sell	-1,700	Closed	-$228K	–	163
2018 Q4	$228K	Hold	1,700	–	–	0.15%	105
2018 Q3	$287K	Hold	1,700	–	–	0.15%	97
2018 Q2	$278K	Hold	1,700	–	–	0.16%	102
2018 Q1	$258K	Buy	+1,700	New	+$263K	0.16%	107
2015 Q4	–	Sell	-100	Closed	-$11K	–	436
2015 Q3	$11K	Hold	100	–	–	0.01%	328
2015 Q2	$12K	Hold	100	–	–	0.01%	344
2015 Q1	$12K	Hold	100	–	–	0.01%	350
2014 Q4	$12K	Hold	100	–	–	0.01%	348
2014 Q3	$11K	Hold	100	–	–	0.01%	347
2014 Q2	$12K	Hold	100	–	–	0.01%	346
2014 Q1	$12K	Hold	100	–	–	0.01%	339
2013 Q4	$12K	Buy	+100	New	+$11K	0.01%	336

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brave Asset Management's IWM Position: Q1 2021 in Review

Brave Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 17,119 shares — an estimated $3.36M sold.

Brave Asset Management first reported a position in IWM in Q4 2013 and held it in 13 quarters. The position peaked at $3.36M in Q4 2020. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Brave Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Brave Asset Management sold 17,119 iShares Russell 2000 ETF shares in Q1 2021, an estimated $3.36M.
Brave Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 13 quarters.
Brave Asset Management's iShares Russell 2000 ETF position peaked at $3.36M in Q4 2020.
1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Brave Asset Management's 13F filing for Q1 2021, filed 26 Apr 2021.