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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares Russell 2000 ETF IWM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q1 		– Sell
-5,220
Closed -$865K – 104
2019
Q4 		$865K Buy
5,220
+15
+0.3% +$2.37K 0.2% 40
2019
Q3 		$788K Sell
5,205
-4
-0.1% -$611 0.2% 41
2019
Q2 		$810K Sell
5,209
-520
-9% -$80.2K 0.22% 38
2019
Q1 		$877K Sell
5,729
-1,641
-22% -$247K 0.25% 33
2018
Q4 		$987K Sell
7,370
-8,846
-55% -$1.32M 0.32% 30
2018
Q3 		$2.73M Buy
16,216
+3,870
+31% +$653K 0.93% 7
2018
Q2 		$2.02M Buy
12,346
+85
+0.7% +$13.6K 0.73% 9
2018
Q1 		$1.86M Buy
+12,261
New +$1.89M 0.67% 10
2017
Q4 		– Sell
-11,836
Closed -$1.75M – 350
2017
Q3 		$1.75M Sell
11,836
-912
-7% -$128K 0.71% 8
2017
Q2 		$1.8M Buy
12,748
+410
+3% +$56.7K 0.71% 9
2017
Q1 		$1.7M Buy
12,338
+4,185
+51% +$572K 0.69% 11
2016
Q4 		$1.1M Buy
8,153
+691
+9% +$88.3K 0.3% 22
2016
Q3 		$926K Sell
7,462
-42
-0.6% -$5.11K 0.37% 17
2016
Q2 		$862K Buy
7,504
+646
+9% +$72.9K 0.35% 18
2016
Q1 		$758K Sell
6,858
-279
-4% -$28.9K 0.36% 22
2015
Q4 		$804K Buy
+7,137
New +$823K 0.39% 19

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IWM Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 5,220 shares — an estimated $865K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IWM in Q4 2015 and held it in 16 quarters. The position peaked at $2.73M in Q3 2018. 1,440 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 5,220 iShares Russell 2000 ETF shares in Q1 2020, an estimated $865K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 16 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares Russell 2000 ETF position peaked at $2.73M in Q3 2018.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.