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Brightworth’s iShares Russell 2000 ETF IWM Stock Holding History

Brightworth’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
Q1 		– Sell
-5,807
Closed -$962K – 87
2019
Q4 		$962K Buy
5,807
+4,052
+231% +$640K 0.18% 54
2019
Q3 		$266K Sell
1,755
-264
-13% -$40.3K 0.06% 79
2019
Q2 		$314K Buy
2,019
+450
+29% +$69.4K 0.07% 73
2019
Q1 		$240K Sell
1,569
-2,418
-61% -$363K 0.05% 85
2018
Q4 		$534K Buy
+3,987
New +$595K 0.12% 58
2017
Q4 		– Sell
-2,385
Closed -$353K – 127
2017
Q3 		$353K Buy
+2,385
New +$336K 0.09% 86
2016
Q1 		– Sell
-2,174
Closed -$245K – 16
2015
Q4 		$245K Buy
+2,174
New +$251K 0.25% 12

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brightworth's IWM Position: Q1 2020 in Review

Brightworth sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 5,807 shares — an estimated $962K sold.

Brightworth first reported a position in IWM in Q4 2015 and held it in 7 quarters. The position peaked at $962K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Brightworth reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Brightworth sold 5,807 iShares Russell 2000 ETF shares in Q1 2020, an estimated $962K.
  • Brightworth first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 7 quarters.
  • Brightworth's iShares Russell 2000 ETF position peaked at $962K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Brightworth's 13F filing for Q1 2020, filed 24 Apr 2020.