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Independence Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Independence 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
Q3 		$2.44M Sell
16,292
-404
-2% -$60.8K 0.52% 27
2020
Q2 		$2.39M Sell
16,696
-78
-0.5% -$10.2K 0.55% 27
2020
Q1 		$1.92M Sell
16,774
-578
-3% -$86.2K 0.53% 27
2019
Q4 		$2.88M Buy
17,352
+6,744
+64% +$1.07M 0.69% 23
2019
Q3 		$1.6M Sell
10,608
-259
-2% -$39.5K 0.39% 27
2019
Q2 		$1.69M Sell
10,867
-323
-3% -$49.8K 0.43% 27
2019
Q1 		$1.71M Buy
11,190
+128
+1% +$19.2K 0.48% 26
2018
Q4 		$1.48M Buy
11,062
+864
+8% +$129K 0.49% 26
2018
Q3 		$1.72M Buy
10,198
+24
+0.2% +$4.05K 0.51% 24
2018
Q2 		$1.67M Hold
10,174
– – 0.53% 23
2018
Q1 		$1.54M Hold
10,174
– – 0.51% 24
2017
Q4 		$1.55M Buy
10,174
+500
+5% +$75.1K 0.52% 22
2017
Q3 		$1.43M Sell
9,674
-190
-2% -$26.7K 0.57% 25
2017
Q2 		$1.39M Sell
9,864
-16
-0.2% -$2.21K 0.55% 26
2017
Q1 		$1.36M Hold
9,880
– – 0.57% 24
2016
Q4 		$1.33M Buy
9,880
+248
+3% +$31.7K 0.59% 26
2016
Q3 		$1.2M Buy
9,632
+248
+3% +$30.1K 0.56% 25
2016
Q2 		$1.08M Buy
+9,384
New +$1.06M 0.57% 22

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Independence Advisors's IWM Position: Q3 2020 in Review

Independence Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q3 2020, selling an estimated $60.8K and leaving 16,292 shares worth $2.44M. The position accounts for 0.52% of the portfolio, ranked #27.

Independence Advisors first reported a position in IWM in Q2 2016 and has held it in 18 quarters since. The position peaked at $2.88M in Q4 2019. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Independence Advisors held 16,292 shares of iShares Russell 2000 ETF worth $2.44M as of Q3 2020.
  • Independence Advisors sold 404 iShares Russell 2000 ETF shares in Q3 2020, an estimated $60.8K.
  • iShares Russell 2000 ETF made up 0.52% of Independence Advisors's portfolio in Q3 2020, its #27 holding.
  • Independence Advisors first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's iShares Russell 2000 ETF position peaked at $2.88M in Q4 2019.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.