Clarus Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clarus Wealth Advisors’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 Q1	–	Sell	-1,796	Closed	-$373K	–	133
2020 Q4	$373K	Buy	+1,796	New	+$314K	0.25%	79
2019 Q2	–	Sell	-105	Closed	-$16K	–	658
2019 Q1	$16K	Buy	105 +5	+5%	+$751	0.01%	459
2018 Q4	$13K	Hold	100	–	–	0.02%	467
2018 Q3	$17K	Hold	100	–	–	0.01%	463
2018 Q2	$15K	Buy	+100	New	+$16K	0.01%	465

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

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

BlackRock New York $6.73T AUM 46.02% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Clarus Wealth Advisors's IWM Position: Q1 2021 in Review

Clarus Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 1,796 shares — an estimated $373K sold.

Clarus Wealth Advisors first reported a position in IWM in Q2 2018 and held it in 5 quarters. The position peaked at $373K in Q4 2020. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Clarus Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Clarus Wealth Advisors sold 1,796 iShares Russell 2000 ETF shares in Q1 2021, an estimated $373K.
Clarus Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's iShares Russell 2000 ETF position peaked at $373K in Q4 2020.
1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Clarus Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.