Hamilton Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Hamilton 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 Q1	–	Sell	-1,490	Closed	-$292K	–	52
2020 Q4	$292K	Buy	+1,490	New	+$261K	0.05%	29

Other funds holding IWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hamilton Capital's IWM Position: Q1 2021 in Review

Hamilton Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 1,490 shares — an estimated $292K sold.

Hamilton Capital first reported a position in IWM in Q4 2020 and held it in 1 quarter. The position peaked at $292K in Q4 2020. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Hamilton Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Hamilton Capital sold 1,490 iShares Russell 2000 ETF shares in Q1 2021, an estimated $292K.
Hamilton Capital first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 1 quarter.
Hamilton Capital's iShares Russell 2000 ETF position peaked at $292K in Q4 2020.
1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Hamilton Capital's 13F filing for Q1 2021, filed 14 May 2021.