Level Four Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Level Four 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 Q1	–	Sell	-105,000	Closed	-$20K	–	316
2020 Q4	$20K	Buy	+105,000	New	+$18.4M	0.01%	304

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 $5.72T AUM 30.48% 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 $377B AUM 19.32% 1-Year Est. Return

Level Four Financial's IWM Position: Q3 2021 in Review

Level Four Financial held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 2,400 shares worth $525K. The position accounts for 0.23% of the portfolio, ranked #108.

Level Four Financial first reported a position in IWM in Q4 2020 and has held it in 4 quarters since. The position peaked at $770K in Q1 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Level Four Financial held 2,400 shares of iShares Russell 2000 ETF worth $525K as of Q3 2021.
Level Four Financial left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
iShares Russell 2000 ETF made up 0.23% of Level Four Financial's portfolio in Q3 2021, its #108 holding.
Level Four Financial first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's iShares Russell 2000 ETF position peaked at $770K in Q1 2021.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.