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Cornerstone Advisors (Washington)’s iShares Russell 2000 ETF IWM Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$540K Sell
3,602
-255
-7% -$38.4K 0.06% 38
2020
Q2 		$552K Sell
3,857
-168
-4% -$22K 0.06% 36
2020
Q1 		$461K Hold
4,025
– – 0.06% 33
2019
Q4 		$667K Sell
4,025
-306
-7% -$48.4K 0.08% 30
2019
Q3 		$656K Buy
4,331
+25
+0.6% +$3.82K 0.09% 27
2019
Q2 		$670K Sell
4,306
-341
-7% -$52.6K 0.06% 41
2019
Q1 		$711K Buy
4,647
+88
+2% +$13.2K 0.07% 38
2018
Q4 		$611K Sell
4,559
-641
-12% -$95.6K 0.11% 41
2018
Q3 		$877K Sell
5,200
-435
-8% -$73.4K 0.57% 26
2018
Q2 		$923K Sell
5,635
-812
-13% -$130K 0.63% 25
2018
Q1 		$979K Sell
6,447
-1,550
-19% -$239K 0.67% 20
2017
Q4 		$1.22M Sell
7,997
-287
-3% -$43.1K 0.81% 16
2017
Q3 		$1.23M Buy
8,284
+1,181
+17% +$166K 0.85% 16
2017
Q2 		$1M Sell
7,103
-89
-1% -$12.3K 0.56% 19
2017
Q1 		$989K Sell
7,192
-541
-7% -$73.9K 0.54% 20
2016
Q4 		$1.04M Sell
7,733
-552
-7% -$70.5K 0.87% 16
2016
Q3 		$1.03M Buy
8,285
+369
+5% +$44.9K 0.87% 14
2016
Q2 		$910K Buy
7,916
+421
+6% +$47.5K 0.93% 10
2016
Q1 		$829K Sell
7,495
-5
-0.1% -$518 0.87% 11
2015
Q4 		$845K Buy
7,500
+459
+7% +$52.9K 0.93% 10
2015
Q3 		$769K Buy
7,041
+39
+0.6% +$4.62K 0.68% 14
2015
Q2 		$874K Buy
7,002
+215
+3% +$26.9K 0.72% 15
2015
Q1 		$844K Sell
6,787
-1,102
-14% -$133K 0.65% 15
2014
Q4 		$944K Buy
7,889
+761
+11% +$87K 0.69% 13
2014
Q3 		$779K Buy
7,128
+8
+0.1% +$915 0.64% 13
2014
Q2 		$846K Sell
7,120
-588
-8% -$66.8K 0.79% 15
2014
Q1 		$897K Buy
7,708
+128
+2% +$14.8K 1.06% 8
2013
Q4 		$874K Buy
7,580
+379
+5% +$41.9K 1.23% 10
2013
Q3 		$768K Sell
7,201
-217
-3% -$22.4K 1.33% 8
2013
Q2 		$720K Buy
+7,418
New +$708K 1.77% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWM Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its iShares Russell 2000 ETF (IWM) stake by 6.6% in Q3 2020, selling an estimated $38.4K and leaving 3,602 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #38.

Cornerstone Advisors (Washington) first reported a position in IWM in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.23M in Q3 2017. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Cornerstone Advisors (Washington) held 3,602 shares of iShares Russell 2000 ETF worth $540K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 255 iShares Russell 2000 ETF shares in Q3 2020, an estimated $38.4K.
  • iShares Russell 2000 ETF made up 0.06% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #38 holding.
  • Cornerstone Advisors (Washington) first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 30 quarters since.
  • Cornerstone Advisors (Washington)'s iShares Russell 2000 ETF position peaked at $1.23M in Q3 2017.
  • 1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.