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JD Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

JD Financial Services’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
Q4 		$220K Sell
988
-84
-8% -$19K 0.18% 35
2021
Q3 		$235K Buy
+1,072
New +$238K 0.21% 32
2021
Q2 		– Sell
-1,261
Closed -$279K – 44
2021
Q1 		$279K Sell
1,261
-283
-18% -$61.8K 0.35% 34
2020
Q4 		$303K Buy
+1,544
New +$270K 0.33% 31

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

JD Financial Services's IWM Position: Q4 2021 in Review

JD Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 7.8% in Q4 2021, selling an estimated $19K and leaving 988 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #35.

JD Financial Services first reported a position in IWM in Q4 2020 and has held it in 4 quarters since. The position peaked at $303K in Q4 2020. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • JD Financial Services held 988 shares of iShares Russell 2000 ETF worth $220K as of Q4 2021.
  • JD Financial Services sold 84 iShares Russell 2000 ETF shares in Q4 2021, an estimated $19K.
  • iShares Russell 2000 ETF made up 0.18% of JD Financial Services's portfolio in Q4 2021, its #35 holding.
  • JD Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 4 quarters since.
  • JD Financial Services's iShares Russell 2000 ETF position peaked at $303K in Q4 2020.
  • 2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.