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Capital Management Associates (New York)’s iShares Russell 2000 ETF IWM Stock Holding History

Capital Management Associates (New York)’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
Q2 		– Sell
-5,000
Closed -$1.1M – 78
2021
Q1 		$1.1M Hold
5,000
– – 1.14% 42
2020
Q4 		$980K Buy
+5,000
New +$875K 1.07% 43

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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Management Associates (New York)'s IWM Position: Q2 2021 in Review

Capital Management Associates (New York) sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 5,000 shares — an estimated $1.1M sold.

Capital Management Associates (New York) first reported a position in IWM in Q4 2020 and held it in 2 quarters. The position peaked at $1.1M in Q1 2021. 1,823 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Capital Management Associates (New York) reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Capital Management Associates (New York) sold 5,000 iShares Russell 2000 ETF shares in Q2 2021, an estimated $1.1M.
  • Capital Management Associates (New York) first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
  • Capital Management Associates (New York)'s iShares Russell 2000 ETF position peaked at $1.1M in Q1 2021.
  • 1,823 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.