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Brewin Dolphin Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Brewin Dolphin Wealth 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
Q4 		– Sell
-156
Closed -$23.4K – 305
2020
Q3 		$23.4K Buy
+156
New +$23.5K ﹤0.01% 211

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brewin Dolphin Wealth Management's IWM Position: Q4 2020 in Review

Brewin Dolphin Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 156 shares — an estimated $23.4K sold.

Brewin Dolphin Wealth Management first reported a position in IWM in Q3 2020 and held it in 1 quarter. The position peaked at $23.4K in Q3 2020. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Brewin Dolphin Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 156 iShares Russell 2000 ETF shares in Q4 2020, an estimated $23.4K.
  • Brewin Dolphin Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 1 quarter.
  • Brewin Dolphin Wealth Management's iShares Russell 2000 ETF position peaked at $23.4K in Q3 2020.
  • 1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2020, filed 9 Nov 2023.