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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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $60.6B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return