Integer Wealth Advisors Group’s iShares Russell 2000 ETF IWM Stock Holding History

Integer Wealth Advisors Group’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 Q1	$3.66M	Sell	16,453 -3,930	-19%	-$858K	1.99%	18
2020 Q4	$4.17M	Sell	20,383 -636	-3%	-$111K	2.75%	11
2020 Q3	$3.15M	Buy	21,019 +382	+2%	+$57.5K	2.89%	12
2020 Q2	$2.87M	Buy	20,637 +335	+2%	+$44K	2.94%	12
2020 Q1	$2.69M	Sell	20,302 -888	-4%	-$132K	3.05%	12
2019 Q4	$3.49M	Buy	+21,190	New	+$3.35M	3.46%	10

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Integer Wealth Advisors Group's IWM Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its iShares Russell 2000 ETF (IWM) stake by 19% in Q1 2021, selling an estimated $858K and leaving 16,453 shares worth $3.66M. The position accounts for 1.99% of the portfolio, ranked #18.

Integer Wealth Advisors Group first reported a position in IWM in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.17M in Q4 2020. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Integer Wealth Advisors Group held 16,453 shares of iShares Russell 2000 ETF worth $3.66M as of Q1 2021.
Integer Wealth Advisors Group sold 3,930 iShares Russell 2000 ETF shares in Q1 2021, an estimated $858K.
iShares Russell 2000 ETF made up 1.99% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #18 holding.
Integer Wealth Advisors Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's iShares Russell 2000 ETF position peaked at $4.17M in Q4 2020.
1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.