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Erste Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Erste Asset 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
-6,300
Closed -$1.24M – 506
2020
Q4 		$1.24M Buy
6,300
+3,100
+97% +$542K 0.03% 318
2020
Q3 		$479K Buy
+3,200
New +$481K 0.02% 355

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Erste Asset Management's IWM Position: Q1 2021 in Review

Erste Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 6,300 shares — an estimated $1.24M sold.

Erste Asset Management first reported a position in IWM in Q3 2020 and held it in 2 quarters. The position peaked at $1.24M in Q4 2020. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • Erste Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • Erste Asset Management sold 6,300 iShares Russell 2000 ETF shares in Q1 2021, an estimated $1.24M.
  • Erste Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2020 and held it in 2 quarters.
  • Erste Asset Management's iShares Russell 2000 ETF position peaked at $1.24M in Q4 2020.
  • 1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Erste Asset Management's 13F filing for Q1 2021, filed 25 Nov 2024.