Engrave Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Engrave Wealth 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
2021 Q2	–	Sell	-66,531	Closed	-$14.7M	–	80
2021 Q1	$14.7M	Buy	+66,531	New	+$14.5M	5.92%	3
2020 Q3	–	Sell	-492	Closed	-$70K	–	244
2020 Q2	$70K	Buy	492 +6	+1%	+$787	0.06%	92
2020 Q1	$55K	Sell	486 -1	-0.2%	-$149	0.06%	87
2019 Q4	$80K	Buy	+487	New	+$77K	0.08%	93

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Engrave Wealth Partners's IWM Position: Q2 2021 in Review

Engrave Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 66,531 shares — an estimated $14.7M sold.

Engrave Wealth Partners first reported a position in IWM in Q4 2019 and held it in 4 quarters. The position peaked at $14.7M in Q1 2021. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Engrave Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Engrave Wealth Partners sold 66,531 iShares Russell 2000 ETF shares in Q2 2021, an estimated $14.7M.
Engrave Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 4 quarters.
Engrave Wealth Partners's iShares Russell 2000 ETF position peaked at $14.7M in Q1 2021.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Engrave Wealth Partners's 13F filing for Q2 2021, filed 15 Jul 2021.