Hoover Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Hoover Financial 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 Q2	$1.26M	Buy	5,513 +81	+1%	+$18.2K	0.23%	46
2021 Q1	$1.19M	Buy	5,432 +3	+0.1%	+$655	0.22%	44
2020 Q4	$1.16M	Sell	5,429 -527	-9%	-$92.2K	0.29%	33
2020 Q3	$892K	Sell	5,956 -1,119	-16%	-$168K	0.29%	33
2020 Q2	$1.01M	Buy	7,075 +33	+0.5%	+$4.33K	0.39%	29
2020 Q1	$806K	Buy	7,042 +4,012	+132%	+$598K	0.45%	27
2019 Q4	$502K	Sell	3,030 -487	-14%	-$77K	0.25%	49
2019 Q3	$532K	Buy	3,517 +138	+4%	+$21.1K	0.47%	30
2019 Q2	$525K	Sell	3,379 -306	-8%	-$47.2K	0.48%	26
2019 Q1	$564K	Sell	3,685 -20	-0.5%	-$3.01K	0.54%	23
2018 Q4	$496K	Buy	+3,705	New	+$553K	0.55%	27

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

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

Hoover Financial Advisors's IWM Position: Q2 2021 in Review

Hoover Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2021, buying an estimated $18.2K and bringing the position to 5,513 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #46.

Hoover Financial Advisors first reported a position in IWM in Q4 2018 and has held it in 11 quarters since. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Hoover Financial Advisors held 5,513 shares of iShares Russell 2000 ETF worth $1.26M as of Q2 2021.
Hoover Financial Advisors bought 81 iShares Russell 2000 ETF shares in Q2 2021, an estimated $18.2K.
iShares Russell 2000 ETF made up 0.23% of Hoover Financial Advisors's portfolio in Q2 2021, its #46 holding.
Hoover Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 11 quarters since.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.