Frontier Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Frontier Investment 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
2020 Q2	$436K	Sell	3,043 -50	-2%	-$6.56K	0.03%	175
2020 Q1	$354K	Sell	3,093 -194	-6%	-$28.9K	0.03%	171
2019 Q4	$545K	Sell	3,287 -136	-4%	-$21.5K	0.03%	168
2019 Q3	$518K	Buy	3,423 +1,335	+64%	+$204K	0.03%	151
2019 Q2	$325K	Buy	2,088 +18	+0.9%	+$2.77K	0.02%	189
2019 Q1	$317K	Buy	+2,070	New	+$311K	0.02%	199
2018 Q4	–	Sell	-1,256	Closed	-$212K	–	263
2018 Q3	$212K	Buy	+1,256	New	+$212K	0.02%	232
2017 Q3	–	Sell	-116,100	Closed	–	–	235
2017 Q2	$0	Buy	+116,100	New	+$16.1M	﹤0.01%	235

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Frontier Investment Management's IWM Position: Q2 2020 in Review

Frontier Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q2 2020, selling an estimated $6.56K and leaving 3,043 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #175.

Frontier Investment Management first reported a position in IWM in Q2 2017 and has held it in 8 quarters since. The position peaked at $545K in Q4 2019. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Frontier Investment Management held 3,043 shares of iShares Russell 2000 ETF worth $436K as of Q2 2020.
Frontier Investment Management sold 50 iShares Russell 2000 ETF shares in Q2 2020, an estimated $6.56K.
iShares Russell 2000 ETF made up 0.03% of Frontier Investment Management's portfolio in Q2 2020, its #175 holding.
Frontier Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 8 quarters since.
Frontier Investment Management's iShares Russell 2000 ETF position peaked at $545K in Q4 2019.
1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.