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Legacy Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Legacy Financial Advisors’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
2019
Q4 		– Sell
-1,456
Closed -$220K – 116
2019
Q3 		$220K Buy
1,456
+16
+1% +$2.44K 0.07% 108
2019
Q2 		$224K Hold
1,440
– – 0.08% 104
2019
Q1 		$220K Hold
1,440
– – 0.07% 103
2018
Q4 		$193K Hold
1,440
– – 0.07% 102
2018
Q3 		$242K Hold
1,440
– – 0.09% 94
2018
Q2 		$241K Hold
1,440
– – 0.09% 91
2018
Q1 		$220K Hold
1,440
– – 0.09% 105
2017
Q4 		$219K Buy
+1,440
New +$216K 0.09% 107

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Financial Advisors's IWM Position: Q4 2019 in Review

Legacy Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 1,456 shares — an estimated $220K sold.

Legacy Financial Advisors first reported a position in IWM in Q4 2017 and held it in 8 quarters. The position peaked at $242K in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • Legacy Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,456 iShares Russell 2000 ETF shares in Q4 2019, an estimated $220K.
  • Legacy Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's iShares Russell 2000 ETF position peaked at $242K in Q3 2018.
  • 1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Legacy Financial Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.