Landsberg Bennett & Dubbaneh’s iShares Russell 2000 ETF IWM Stock Holding History

Landsberg Bennett & Dubbaneh’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	$2.96M	Buy	13,315 +11,605	+679%	+$2.57M	0.38%	88
2021 Q2	$392K	Sell	1,710 -529	-24%	-$119K	0.05%	195
2021 Q1	$501K	Buy	+2,239	New	+$489K	0.07%	162
2020 Q3	–	Sell	-4,931	Closed	-$696K	–	213
2020 Q2	$696K	Sell	4,931 -144	-3%	-$18.9K	0.14%	124
2020 Q1	$546K	Buy	+5,075	New	+$757K	0.15%	101
2019 Q1	–	Sell	-26,370	Closed	-$3.53M	–	221
2018 Q4	$3.53M	Buy	+26,370	New	+$3.93M	1.36%	10

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Landsberg Bennett & Dubbaneh's IWM Position: Q3 2021 in Review

Landsberg Bennett & Dubbaneh increased its iShares Russell 2000 ETF (IWM) stake by 679% in Q3 2021, buying an estimated $2.57M and bringing the position to 13,315 shares worth $2.96M. The position accounts for 0.38% of the portfolio, ranked #88.

Landsberg Bennett & Dubbaneh first reported a position in IWM in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.53M in Q4 2018. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Landsberg Bennett & Dubbaneh held 13,315 shares of iShares Russell 2000 ETF worth $2.96M as of Q3 2021.
Landsberg Bennett & Dubbaneh bought 11,605 iShares Russell 2000 ETF shares in Q3 2021, an estimated $2.57M.
iShares Russell 2000 ETF made up 0.38% of Landsberg Bennett & Dubbaneh's portfolio in Q3 2021, its #88 holding.
Landsberg Bennett & Dubbaneh first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 6 quarters since.
Landsberg Bennett & Dubbaneh's iShares Russell 2000 ETF position peaked at $3.53M in Q4 2018.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Landsberg Bennett & Dubbaneh's 13F filing for Q3 2021, filed 29 Oct 2021.