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Farr Miller & Washington’s iShares Russell 2000 ETF IWM Stock Holding History

Farr Miller & 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
2021
Q3 		$252K Buy
+1,152
New +$255K 0.02% 167
2020
Q1 		– Sell
-1,364
Closed -$226K – 141
2019
Q4 		$226K Buy
+1,364
New +$216K 0.02% 136

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Farr Miller & Washington's IWM Position: Q3 2021 in Review

Farr Miller & Washington opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2021: 1,152 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: Farr Miller & Washington previously reported a position in IWM as recently as Q4 2019.

Farr Miller & Washington first reported a position in IWM in Q4 2019 and has held it in 2 quarters since. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Farr Miller & Washington held 1,152 shares of iShares Russell 2000 ETF worth $252K as of Q3 2021.
  • iShares Russell 2000 ETF was a new Farr Miller & Washington position in Q3 2021.
  • iShares Russell 2000 ETF made up 0.02% of Farr Miller & Washington's portfolio in Q3 2021, its #167 holding.
  • Farr Miller & Washington first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 2 quarters since.
  • 1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Farr Miller & Washington's 13F filing for Q3 2021, filed 15 Nov 2021.