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F3Logic’s iShares Russell 2000 ETF IWM Stock Holding History

F3Logic’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
-2,176
Closed -$427K – 249
2020
Q4 		$427K Sell
2,176
-415
-16% -$72.6K 0.06% 154
2020
Q3 		$388 Buy
2,591
+10
+0.4% +$1.5K 0.01% 377
2020
Q2 		$369K Sell
2,581
-3
-0.1% -$394 0.07% 121
2020
Q1 		$296K Buy
2,584
+438
+20% +$65.3K 0.06% 101
2019
Q4 		$356K Buy
2,146
+7
+0.3% +$1.11K 0.07% 119
2019
Q3 		$324K Sell
2,139
-3,208
-60% -$490K 0.07% 114
2019
Q2 		$831K Sell
5,347
-936
-15% -$144K 0.16% 101
2019
Q1 		$962K Buy
6,283
+1,648
+36% +$248K 0.21% 89
2018
Q4 		$621K Buy
4,635
+2,200
+90% +$328K 0.19% 86
2018
Q3 		$412K Buy
+2,435
New +$411K 0.56% 45

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 $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return