CA Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

CA Family Wealth’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	-1,632	Closed	-$270K	–	93
2019 Q4	$270K	Buy	+1,632	New	+$258K	0.18%	84

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CA Family Wealth's IWM Position: Q1 2020 in Review

CA Family Wealth sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,632 shares — an estimated $270K sold.

CA Family Wealth first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $270K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

CA Family Wealth reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,632 iShares Russell 2000 ETF shares in Q1 2020, an estimated $270K.
CA Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
CA Family Wealth's iShares Russell 2000 ETF position peaked at $270K in Q4 2019.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.