Hayden Royal’s iShares Russell 2000 ETF IWM Stock Holding History

Hayden Royal’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	–	Sell	-1,670	Closed	-$383K	–	142
2021 Q2	$383K	Sell	1,670 -7,052	-81%	-$1.59M	0.21%	104
2021 Q1	$1.93M	Buy	8,722 +6,890	+376%	+$1.5M	1.1%	22
2020 Q4	$359K	Sell	1,832 -7,330	-80%	-$1.28M	0.2%	121
2020 Q3	$1.37M	Sell	9,162 -471	-5%	-$70.9K	0.73%	34
2020 Q2	$1.38M	Buy	+9,633	New	+$1.26M	0.78%	28
2019 Q4	–	Sell	-2,903	Closed	-$439K	–	233
2019 Q3	$439K	Sell	2,903 -1,242	-30%	-$190K	0.39%	87
2019 Q2	$642K	Sell	4,145 -42	-1%	-$6.47K	0.68%	43
2019 Q1	$641K	Buy	4,187 +1,892	+82%	+$284K	0.84%	37
2018 Q4	$307K	Buy	+2,295	New	+$342K	0.16%	141

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

Hayden Royal's IWM Position: Q3 2021 in Review

Hayden Royal sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 1,670 shares — an estimated $383K sold.

Hayden Royal first reported a position in IWM in Q4 2018 and held it in 9 quarters. The position peaked at $1.93M in Q1 2021. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Hayden Royal reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 1,670 iShares Russell 2000 ETF shares in Q3 2021, an estimated $383K.
Hayden Royal first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 9 quarters.
Hayden Royal's iShares Russell 2000 ETF position peaked at $1.93M in Q1 2021.
1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.