IF
IWM icon

IRON Financial’s iShares Russell 2000 ETF IWM Stock Holding History

IRON Financial’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 		– Sell
-1,069
Closed -$210K – 117
2020
Q4 		$210K Buy
+1,069
New +$187K 0.11% 110
2020
Q1 		– Sell
-1,475
Closed -$244K – 110
2019
Q4 		$244K Sell
1,475
-86
-6% -$13.6K 0.12% 96
2019
Q3 		$236K Buy
1,561
+4
+0.3% +$611 0.18% 83
2019
Q2 		$238K Buy
1,557
+4
+0.3% +$617 0.22% 76
2019
Q1 		$238K Sell
1,553
-6
-0.4% -$902 0.15% 82
2018
Q4 		$209K Buy
1,559
+8
+0.5% +$1.19K 0.16% 72
2018
Q3 		$261K Buy
1,551
+4
+0.3% +$675 0.18% 75
2018
Q2 		$253K Buy
1,547
+1
+0.1% +$160 0.14% 82
2018
Q1 		$235K Sell
1,546
-462
-23% -$71.4K 0.15% 80
2017
Q4 		$306K Sell
2,008
-400
-17% -$60.1K 0.21% 63
2017
Q3 		$357K Sell
2,408
-206
-8% -$29K 0.27% 54
2017
Q2 		$368K Sell
2,614
-15
-0.6% -$2.08K 0.33% 59
2017
Q1 		$361K Sell
2,629
-205
-7% -$28K 0.26% 63
2016
Q4 		$382K Sell
2,834
-289
-9% -$36.9K 0.26% 56
2016
Q3 		$388K Sell
3,123
-840
-21% -$102K 0.47% 45
2016
Q2 		$456K Sell
3,963
-519
-12% -$58.6K 0.59% 29
2016
Q1 		$496K Sell
4,482
-518
-10% -$53.6K 0.5% 44
2015
Q4 		$563K Buy
5,000
+30
+0.6% +$3.46K 0.48% 49
2015
Q3 		$543K Buy
4,970
+115
+2% +$13.6K 0.36% 39
2015
Q2 		$606K Hold
4,855
– – 0.57% 20
2015
Q1 		$604K Sell
4,855
-14,725
-75% -$1.77M 0.47% 23
2014
Q4 		$23.4K Buy
19,580
+14,590
+292% +$1.67M 2.37% 9
2014
Q3 		$546K Sell
4,990
-272
-5% -$31.1K 0.7% 18
2014
Q2 		$625K Sell
5,262
-1,248
-19% -$142K 0.55% 24
2014
Q1 		$757K Sell
6,510
-412
-6% -$47.5K 0.58% 21
2013
Q4 		$799K Buy
+6,922
New +$765K 0.82% 18

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IRON Financial's IWM Position: Q1 2021 in Review

IRON Financial sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 1,069 shares — an estimated $210K sold.

IRON Financial first reported a position in IWM in Q4 2013 and held it in 26 quarters. The position peaked at $799K in Q4 2013. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • IRON Financial reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • IRON Financial sold 1,069 iShares Russell 2000 ETF shares in Q1 2021, an estimated $210K.
  • IRON Financial first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 26 quarters.
  • IRON Financial's iShares Russell 2000 ETF position peaked at $799K in Q4 2013.
  • 1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on IRON Financial's 13F filing for Q1 2021, filed 7 May 2021.