Fusion Family Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Fusion Family Wealth’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	–	Sell	-358	Closed	-$79K	–	73
2021 Q1	$79K	Sell	358 -52	-13%	-$11.4K	0.01%	43
2020 Q4	$80K	Sell	410 -100	-20%	-$17.5K	0.01%	44
2020 Q3	$76K	Buy	510 +200	+65%	+$30.1K	0.02%	44
2020 Q2	$44K	Hold	310	–	–	0.01%	56
2020 Q1	$35K	Hold	310	–	–	0.01%	65
2019 Q4	$51K	Hold	310	–	–	0.01%	62
2019 Q3	$47K	Hold	310	–	–	0.01%	62
2019 Q2	$48K	Hold	310	–	–	0.01%	75
2019 Q1	$47K	Sell	310 -158	-34%	-$23.7K	0.01%	66
2018 Q4	$63K	Hold	468	–	–	0.02%	104
2018 Q3	$79K	Sell	468 -211	-31%	-$35.6K	0.02%	96
2018 Q2	$111K	Sell	679 -140	-17%	-$22.4K	0.03%	90
2018 Q1	$124K	Hold	819	–	–	0.04%	73
2017 Q4	$125K	Hold	819	–	–	0.03%	90
2017 Q3	$121K	Hold	819	–	–	0.04%	64
2017 Q2	$115K	Hold	819	–	–	0.04%	92
2017 Q1	$113K	Sell	819 -7	-0.8%	-$956	0.04%	90
2016 Q4	$111K	Buy	+826	New	+$106K	0.07%	88

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Fusion Family Wealth's IWM Position: Q2 2021 in Review

Fusion Family Wealth sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 358 shares — an estimated $79K sold.

Fusion Family Wealth first reported a position in IWM in Q4 2016 and held it in 18 quarters. The position peaked at $125K in Q4 2017. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Fusion Family Wealth reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 358 iShares Russell 2000 ETF shares in Q2 2021, an estimated $79K.
Fusion Family Wealth first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's iShares Russell 2000 ETF position peaked at $125K in Q4 2017.
1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.