CMH Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

CMH Wealth Management’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	-3,470	Closed	-$680K	–	48
2020 Q4	$680K	Hold	3,470	–	–	0.25%	47
2020 Q3	$520K	Hold	3,470	–	–	0.22%	45
2020 Q2	$497K	Buy	+3,470	New	+$455K	0.24%	48
2017 Q1	–	Sell	-2,135	Closed	-$288K	–	51
2016 Q4	$288K	Buy	+2,135	New	+$273K	0.25%	47

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

CMH Wealth Management's IWM Position: Q1 2021 in Review

CMH Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 3,470 shares — an estimated $680K sold.

CMH Wealth Management first reported a position in IWM in Q4 2016 and held it in 4 quarters. The position peaked at $680K in Q4 2020. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

CMH Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
CMH Wealth Management sold 3,470 iShares Russell 2000 ETF shares in Q1 2021, an estimated $680K.
CMH Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 4 quarters.
CMH Wealth Management's iShares Russell 2000 ETF position peaked at $680K in Q4 2020.
1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on CMH Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.