Global Financial Private Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Global Financial Private 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
2020 Q2	$2.29M	Sell	15,990 -959	-6%	-$126K	0.14%	139
2020 Q1	$1.94M	Sell	16,949 -16	-0.1%	-$2.38K	0.12%	150
2019 Q4	$2.81M	Buy	16,965 +1,028	+6%	+$162K	0.14%	151
2019 Q3	$2.41M	Sell	15,937 -3,394	-18%	-$518K	0.12%	170
2019 Q2	$3.01M	Sell	19,331 -6,065	-24%	-$935K	0.14%	150
2019 Q1	$3.89M	Buy	25,396 +5,766	+29%	+$866K	0.19%	119
2018 Q4	$2.63M	Sell	19,630 -20,270	-51%	-$3.02M	0.14%	152
2018 Q3	$6.73M	Sell	39,900 -16,036	-29%	-$2.71M	0.24%	94
2018 Q2	$9.16M	Buy	55,936 +11,357	+25%	+$1.82M	0.31%	81
2018 Q1	$6.77M	Buy	44,579 +44	+0.1%	+$6.79K	0.24%	87
2017 Q4	$6.79M	Buy	44,535 +8,519	+24%	+$1.28M	0.23%	85
2017 Q3	$5.34M	Buy	36,016 +7,902	+28%	+$1.11M	0.19%	89
2017 Q2	$3.96M	Sell	28,114 -2,171	-7%	-$300K	0.19%	82
2017 Q1	$4.16M	Buy	+30,285	New	+$4.14M	0.21%	82

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

Global Financial Private Capital's IWM Position: Q2 2020 in Review

Global Financial Private Capital reduced its iShares Russell 2000 ETF (IWM) stake by 5.7% in Q2 2020, selling an estimated $126K and leaving 15,990 shares worth $2.29M. The position accounts for 0.14% of the portfolio, ranked #139.

Global Financial Private Capital first reported a position in IWM in Q1 2017 and has held it in 14 quarters since. The position peaked at $9.16M in Q2 2018. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Global Financial Private Capital held 15,990 shares of iShares Russell 2000 ETF worth $2.29M as of Q2 2020.
Global Financial Private Capital sold 959 iShares Russell 2000 ETF shares in Q2 2020, an estimated $126K.
iShares Russell 2000 ETF made up 0.14% of Global Financial Private Capital's portfolio in Q2 2020, its #139 holding.
Global Financial Private Capital first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's iShares Russell 2000 ETF position peaked at $9.16M in Q2 2018.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.