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Harrell Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Harrell Investment Partners’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
-19,369
Closed -$4.28M – 103
2021
Q1 		$4.28M Sell
19,369
-1,893
-9% -$413K 1.51% 20
2020
Q4 		$4.17M Sell
21,262
-1,288
-6% -$225K 1.6% 19
2020
Q3 		$3.38M Buy
22,550
+736
+3% +$111K 1.47% 25
2020
Q2 		$3.12M Buy
21,814
+6,466
+42% +$848K 1.59% 22
2020
Q1 		$1.76M Buy
+15,348
New +$2.29M 0.96% 40

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harrell Investment Partners's IWM Position: Q2 2021 in Review

Harrell Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 19,369 shares — an estimated $4.28M sold.

Harrell Investment Partners first reported a position in IWM in Q1 2020 and held it in 5 quarters. The position peaked at $4.28M in Q1 2021. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Harrell Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Harrell Investment Partners sold 19,369 iShares Russell 2000 ETF shares in Q2 2021, an estimated $4.28M.
  • Harrell Investment Partners first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 5 quarters.
  • Harrell Investment Partners's iShares Russell 2000 ETF position peaked at $4.28M in Q1 2021.
  • 1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Harrell Investment Partners's 13F filing for Q2 2021, filed 16 Aug 2021.