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FCG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

FCG Advisors’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 		$1.37M Sell
9,151
-262
-3% -$39.4K 0.32% 52
2020
Q2 		$1.35M Buy
9,413
+1,088
+13% +$143K 0.35% 48
2020
Q1 		$953K Buy
8,325
+395
+5% +$58.9K 0.27% 56
2019
Q4 		$1.31M Buy
7,930
+1,578
+25% +$249K 0.38% 47
2019
Q3 		$961K Buy
6,352
+3
+0% +$458 0.29% 55
2019
Q2 		$987K Buy
6,349
+5
+0.1% +$771 0.31% 52
2019
Q1 		$971K Sell
6,344
-290
-4% -$43.6K 0.32% 51
2018
Q4 		$888K Buy
6,634
+394
+6% +$58.8K 0.34% 48
2018
Q3 		$1.05M Sell
6,240
-303
-5% -$51.2K 0.36% 44
2018
Q2 		$1.07M Buy
6,543
+427
+7% +$68.3K 0.39% 42
2018
Q1 		$929K Sell
6,116
-499
-8% -$77.1K 0.32% 47
2017
Q4 		$898K Buy
6,615
+1,558
+31% +$234K 0.33% 46
2017
Q3 		$749K Sell
5,057
-882
-15% -$124K 0.28% 54
2017
Q2 		$837K Hold
5,939
– – 0.28% 52
2017
Q1 		$695K Buy
5,939
+239
+4% +$32.7K 0.28% 52
2016
Q4 		$769K Sell
5,700
-412
-7% -$52.6K 0.35% 48
2016
Q3 		$759K Buy
6,112
+55
+0.9% +$6.68K 0.23% 55
2016
Q2 		$696K Hold
6,057
– – 0.22% 67
2016
Q1 		$670K Sell
6,057
-957
-14% -$99.1K 0.23% 56
2015
Q4 		$790K Buy
7,014
+214
+3% +$24.7K 0.47% 40
2015
Q3 		$719K Buy
6,800
+60
+0.9% +$7.11K 0.59% 38
2015
Q2 		$842K Buy
6,740
+241
+4% +$30.1K 0.66% 36
2015
Q1 		$808K Sell
6,499
-655
-9% -$79K 0.41% 42
2014
Q4 		$854K Buy
+7,154
New +$818K 0.42% 46

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

FCG Advisors's IWM Position: Q3 2020 in Review

FCG Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2020, selling an estimated $39.4K and leaving 9,151 shares worth $1.37M. The position accounts for 0.32% of the portfolio, ranked #52.

FCG Advisors first reported a position in IWM in Q4 2014 and has held it in 24 quarters since. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • FCG Advisors held 9,151 shares of iShares Russell 2000 ETF worth $1.37M as of Q3 2020.
  • FCG Advisors sold 262 iShares Russell 2000 ETF shares in Q3 2020, an estimated $39.4K.
  • iShares Russell 2000 ETF made up 0.32% of FCG Advisors's portfolio in Q3 2020, its #52 holding.
  • FCG Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 24 quarters since.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.