Lucia Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Lucia Wealth Services’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
2020 Q1	–	Sell	-355	Closed	-$59K	–	199
2019 Q4	$59K	Hold	355	–	–	0.02%	150
2019 Q3	$54K	Sell	355 -334	-48%	-$51K	0.02%	134
2019 Q2	$107K	Sell	689 -2,773	-80%	-$427K	0.04%	126
2019 Q1	$530K	Sell	3,462 -3,188	-48%	-$479K	0.18%	95
2018 Q4	$890K	Buy	6,650 +6,379	+2,354%	+$952K	0.42%	55
2018 Q3	$46K	Hold	271	–	–	0.01%	191
2018 Q2	$44K	Buy	271 +135	+99%	+$21.6K	0.02%	168
2018 Q1	$21K	Buy	+136	New	+$21K	0.01%	169

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucia Wealth Services's IWM Position: Q1 2020 in Review

Lucia Wealth Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 355 shares — an estimated $59K sold.

Lucia Wealth Services first reported a position in IWM in Q1 2018 and held it in 8 quarters. The position peaked at $890K in Q4 2018. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Lucia Wealth Services reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 355 iShares Russell 2000 ETF shares in Q1 2020, an estimated $59K.
Lucia Wealth Services first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 8 quarters.
Lucia Wealth Services's iShares Russell 2000 ETF position peaked at $890K in Q4 2018.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.