FormulaFolio Investments’s iShares Russell 2000 ETF IWM Stock Holding History

FormulaFolio Investments’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	$38K	Hold	167	–	–	0.01%	158
2021 Q1	$37K	Sell	167 -50,027	-100%	-$10.9M	0.01%	158
2020 Q4	$9.84M	Buy	50,194 +46,343	+1,203%	+$8.11M	0.21%	89
2020 Q3	$577K	Sell	3,851 -146	-4%	-$22K	0.02%	196
2020 Q2	$572K	Sell	3,997 -4,029	-50%	-$529K	0.02%	174
2020 Q1	$919K	Sell	8,026 -871	-10%	-$130K	0.05%	128
2019 Q4	$1.47M	Sell	8,897 -1,557	-15%	-$246K	0.05%	138
2019 Q3	$1.58M	Sell	10,454 -228	-2%	-$34.8K	0.06%	121
2019 Q2	$1.66M	Buy	10,682 +910	+9%	+$140K	0.07%	106
2019 Q1	$1.5M	Buy	9,772 +410	+4%	+$61.6K	0.07%	107
2018 Q4	$1.58M	Hold	9,362	–	–	0.07%	97
2018 Q3	$1.58M	Sell	9,362 -1,494	-14%	-$252K	0.07%	97
2018 Q2	$1.78M	Sell	10,856 -1,570	-13%	-$251K	0.08%	86
2018 Q1	$1.89M	Buy	12,426 +4,275	+52%	+$660K	0.11%	63
2017 Q4	$1.24M	Buy	8,151 +806	+11%	+$121K	0.08%	84
2017 Q3	$1.09M	Buy	7,345 +1,781	+32%	+$251K	0.08%	72
2017 Q2	$784K	Buy	5,564 +2,225	+67%	+$308K	0.07%	86
2017 Q1	$459K	Buy	+3,339	New	+$456K	0.05%	118

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

FormulaFolio Investments's IWM Position: Q2 2021 in Review

FormulaFolio Investments held its iShares Russell 2000 ETF (IWM) position steady in Q2 2021 at 167 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #158.

FormulaFolio Investments first reported a position in IWM in Q1 2017 and has held it in 18 quarters since. The position peaked at $9.84M in Q4 2020. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

FormulaFolio Investments held 167 shares of iShares Russell 2000 ETF worth $38K as of Q2 2021.
FormulaFolio Investments left its iShares Russell 2000 ETF share count unchanged in Q2 2021.
iShares Russell 2000 ETF made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #158 holding.
FormulaFolio Investments first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 18 quarters since.
FormulaFolio Investments's iShares Russell 2000 ETF position peaked at $9.84M in Q4 2020.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.