G&S Capital’s iShares Russell 2000 ETF IWM Stock Holding History

G&S Capital’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	-500	Closed	-$12K	–	118
2021 Q1	$12K	Buy	+500	New	+$109K	0.01%	105

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

G&S Capital's IWM Position: Q3 2021 in Review

G&S Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 1,260 shares — an estimated $289K sold.

G&S Capital first reported a position in IWM in Q4 2017 and held it in 12 quarters. The position peaked at $289K in Q2 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

G&S Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
G&S Capital sold 1,260 iShares Russell 2000 ETF shares in Q3 2021, an estimated $289K.
G&S Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 12 quarters.
G&S Capital's iShares Russell 2000 ETF position peaked at $289K in Q2 2021.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on G&S Capital's 13F filing for Q3 2021, filed 19 Oct 2021.