Cedar Brook Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Cedar Brook Financial Partners’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
2019 Q4	–	Sell	-2,414	Closed	-$365K	–	309
2019 Q3	$365K	Sell	2,414 -1,394	-37%	-$213K	0.16%	183
2019 Q2	$592K	Buy	3,808 +8	+0.2%	+$1.23K	0.27%	118
2019 Q1	$582K	Sell	3,800 -47	-1%	-$7.06K	0.28%	113
2018 Q4	$515K	Buy	+3,847	New	+$574K	0.31%	105

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

BlackRock New York $6.73T AUM 46.02% 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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Cedar Brook Financial Partners's IWM Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 2,414 shares — an estimated $365K sold.

Cedar Brook Financial Partners first reported a position in IWM in Q4 2018 and held it in 4 quarters. The position peaked at $592K in Q2 2019. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Cedar Brook Financial Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,414 iShares Russell 2000 ETF shares in Q4 2019, an estimated $365K.
Cedar Brook Financial Partners first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 4 quarters.
Cedar Brook Financial Partners's iShares Russell 2000 ETF position peaked at $592K in Q2 2019.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.