JMF
IWM icon

Johnson Midwest Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Johnson Midwest 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
Q3 		– Sell
-69,206
Closed -$15.9M – 317
2021
Q2 		$15.9M Buy
69,206
+241
+0.3% +$54.2K 15.62% 1
2021
Q1 		$15.2M Sell
68,965
-7,754
-10% -$1.69M 15.95% 1
2020
Q4 		$15M Buy
+76,719
New +$13.4M 14.33% 1

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Johnson Midwest Financial's IWM Position: Q3 2021 in Review

Johnson Midwest Financial sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 69,206 shares — an estimated $15.9M sold.

Johnson Midwest Financial first reported a position in IWM in Q4 2020 and held it in 3 quarters. The position peaked at $15.9M in Q2 2021. 1,816 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Johnson Midwest Financial reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 69,206 iShares Russell 2000 ETF shares in Q3 2021, an estimated $15.9M.
  • Johnson Midwest Financial first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 3 quarters.
  • Johnson Midwest Financial's iShares Russell 2000 ETF position peaked at $15.9M in Q2 2021.
  • 1,816 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Johnson Midwest Financial's 13F filing for Q3 2021, filed 8 Oct 2021.