HH
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HWG Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

HWG Holdings’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 		$71K Sell
310
-2,730
-90% -$614K 0.03% 76
2021
Q1 		$672K Buy
3,040
+1,019
+50% +$222K 0.33% 38
2020
Q4 		$396K Hold
2,021
– – 0.2% 58
2020
Q3 		$303K Hold
2,021
– – 0.27% 55
2020
Q2 		$289K Buy
+2,021
New +$265K 0.23% 55

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HWG Holdings's IWM Position: Q2 2021 in Review

HWG Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 90% in Q2 2021, selling an estimated $614K and leaving 310 shares worth $71K. The position accounts for 0.03% of the portfolio, ranked #76.

HWG Holdings first reported a position in IWM in Q2 2020 and has held it in 5 quarters since. The position peaked at $672K in Q1 2021. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • HWG Holdings held 310 shares of iShares Russell 2000 ETF worth $71K as of Q2 2021.
  • HWG Holdings sold 2,730 iShares Russell 2000 ETF shares in Q2 2021, an estimated $614K.
  • iShares Russell 2000 ETF made up 0.03% of HWG Holdings's portfolio in Q2 2021, its #76 holding.
  • HWG Holdings first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 5 quarters since.
  • HWG Holdings's iShares Russell 2000 ETF position peaked at $672K in Q1 2021.
  • 1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on HWG Holdings's 13F filing for Q2 2021, filed 22 Jul 2021.