Harborview Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Harborview Advisors’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 Q3	$498K	Hold	2,275	–	–	0.28%	64
2021 Q2	$522K	Sell	2,275 -308	-12%	-$69.2K	0.29%	62
2021 Q1	$571K	Sell	2,583 -200	-7%	-$43.7K	0.35%	60
2020 Q4	$546K	Hold	2,783	–	–	0.37%	60
2020 Q3	$417K	Sell	2,783 -1	-0%	-$150	0.32%	62
2020 Q2	$399K	Buy	2,784 +651	+31%	+$85.4K	0.33%	57
2020 Q1	$244K	Hold	2,133	–	–	0.24%	69
2019 Q4	$353K	Sell	2,133 -13	-0.6%	-$2.06K	0.27%	55
2019 Q3	$325K	Sell	2,146 -3	-0.1%	-$458	0.26%	56
2019 Q2	$334K	Buy	2,149 +117	+6%	+$18K	0.27%	54
2019 Q1	$311K	Sell	2,032 -70	-3%	-$10.5K	0.27%	50
2018 Q4	$281K	Hold	2,102	–	–	0.33%	40
2018 Q3	$354K	Hold	2,102	–	–	0.36%	40
2018 Q2	$344K	Sell	2,102 -50	-2%	-$8K	0.32%	51
2018 Q1	$327K	Hold	2,152	–	–	0.31%	45
2017 Q4	$328K	Buy	+2,152	New	+$323K	0.31%	45

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

Harborview Advisors's IWM Position: Q3 2021 in Review

Harborview Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 2,275 shares worth $498K. The position accounts for 0.28% of the portfolio, ranked #64.

Harborview Advisors first reported a position in IWM in Q4 2017 and has held it in 16 quarters since. The position peaked at $571K in Q1 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Harborview Advisors held 2,275 shares of iShares Russell 2000 ETF worth $498K as of Q3 2021.
Harborview Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
iShares Russell 2000 ETF made up 0.28% of Harborview Advisors's portfolio in Q3 2021, its #64 holding.
Harborview Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's iShares Russell 2000 ETF position peaked at $571K in Q1 2021.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.