FundX Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

FundX Investment Group’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	–	Sell	-13,928	Closed	-$1.29M	–	39
2021 Q2	$1.29M	Sell	13,928 -58	-0.4%	-$13K	0.13%	24
2021 Q1	$3.09M	Buy	+13,986	New	+$3.05M	1.74%	14
2020 Q2	–	Sell	-13,200	Closed	-$1.51M	–	41
2020 Q1	$1.51M	Buy	13,200 +857	+7%	+$128K	0.56%	22
2019 Q4	$2.04M	Buy	12,343 +1,321	+12%	+$209K	0.55%	23
2019 Q3	$1.67M	Hold	11,022	–	–	0.59%	18
2019 Q2	$1.71M	Buy	11,022 +5	+0%	+$771	0.71%	18
2019 Q1	$1.69M	Sell	11,017 -965	-8%	-$145K	0.57%	23
2018 Q4	$1.6M	Buy	+11,982	New	+$1.79M	0.6%	25
2017 Q2	–	Sell	-11,000	Closed	-$1.51M	–	49
2017 Q1	$1.51M	Buy	+11,000	New	+$1.5M	0.64%	20
2016 Q4	–	Sell	-1,655	Closed	-$206K	–	48
2016 Q3	$206K	Buy	+1,655	New	+$201K	0.05%	46
2014 Q1	–	Sell	-26,900	Closed	-$3.1M	–	24
2013 Q4	$3.1M	Buy	+26,900	New	+$2.97M	1.38%	10

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's IWM Position: Q3 2021 in Review

FundX Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 13,928 shares — an estimated $1.29M sold.

FundX Investment Group first reported a position in IWM in Q4 2013 and held it in 11 quarters. The position peaked at $3.1M in Q4 2013. 1,817 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

FundX Investment Group reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
FundX Investment Group sold 13,928 iShares Russell 2000 ETF shares in Q3 2021, an estimated $1.29M.
FundX Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 11 quarters.
FundX Investment Group's iShares Russell 2000 ETF position peaked at $3.1M in Q4 2013.
1,817 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on FundX Investment Group's 13F filing for Q3 2021, filed 3 Nov 2021.