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

Hobart 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 Q3	–	Sell	-5,203	Closed	-$745K	–	149
2020 Q2	$745K	Buy	+5,203	New	+$683K	0.42%	57
2019 Q4	–	Sell	-2,549	Closed	-$386K	–	157
2019 Q3	$386K	Buy	2,549 +1,109	+77%	+$169K	0.26%	96
2019 Q2	$224K	Sell	1,440 -236	-14%	-$36.4K	0.16%	137
2019 Q1	$257K	Buy	1,676 +40	+2%	+$6.01K	0.19%	132
2018 Q4	$219K	Buy	+1,636	New	+$244K	0.19%	133
2018 Q3	–	Sell	-1,649	Closed	-$270K	–	147
2018 Q2	$270K	Buy	+1,649	New	+$264K	0.22%	105
2018 Q1	–	Sell	-1,324	Closed	-$202K	–	121
2017 Q4	$202K	Buy	+1,324	New	+$199K	0.18%	109

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hobart Private Capital's IWM Position: Q3 2020 in Review

Hobart Private Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 5,203 shares — an estimated $745K sold.

Hobart Private Capital first reported a position in IWM in Q4 2017 and held it in 7 quarters. The position peaked at $745K in Q2 2020. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Hobart Private Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
Hobart Private Capital sold 5,203 iShares Russell 2000 ETF shares in Q3 2020, an estimated $745K.
Hobart Private Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 7 quarters.
Hobart Private Capital's iShares Russell 2000 ETF position peaked at $745K in Q2 2020.
1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Hobart Private Capital's 13F filing for Q3 2020, filed 11 Mar 2024.