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

Huber 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
2020 Q1	$291K	Sell	2,544 -504	-17%	-$75.1K	0.11%	84
2019 Q4	$505K	Buy	3,048 +421	+16%	+$66.5K	0.18%	72
2019 Q3	$398K	Buy	2,627 +99	+4%	+$15.1K	0.16%	73
2019 Q2	$393K	Sell	2,528 -462	-15%	-$71.2K	0.17%	71
2019 Q1	$458K	Buy	2,990 +706	+31%	+$106K	0.22%	65
2018 Q4	$306K	Buy	2,284 +867	+61%	+$129K	0.17%	75
2018 Q3	$239K	Sell	1,417 -14	-1%	-$2.36K	0.18%	90
2018 Q2	$234K	Sell	1,431 -1	-0.1%	-$160	0.21%	86
2018 Q1	$217K	Buy	+1,432	New	+$221K	0.21%	84

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Huber Financial Advisors's IWM Position: Q1 2020 in Review

Huber Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2020, selling an estimated $75.1K and leaving 2,544 shares worth $291K. The position accounts for 0.11% of the portfolio, ranked #84.

Huber Financial Advisors first reported a position in IWM in Q1 2018 and has held it in 9 quarters since. The position peaked at $505K in Q4 2019. 1,440 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Huber Financial Advisors held 2,544 shares of iShares Russell 2000 ETF worth $291K as of Q1 2020.
Huber Financial Advisors sold 504 iShares Russell 2000 ETF shares in Q1 2020, an estimated $75.1K.
iShares Russell 2000 ETF made up 0.11% of Huber Financial Advisors's portfolio in Q1 2020, its #84 holding.
Huber Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's iShares Russell 2000 ETF position peaked at $505K in Q4 2019.
1,440 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.