LVZ Inc’s iShares Russell 2000 ETF IWM Stock Holding History

LVZ Inc’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 Q3	–	Sell	-4,470	Closed	-$640K	–	91
2020 Q2	$640K	Buy	4,470 +1,676	+60%	+$220K	0.14%	47
2020 Q1	$320K	Buy	+2,794	New	+$417K	0.08%	52

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LVZ Inc's IWM Position: Q3 2020 in Review

LVZ Inc sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 4,470 shares — an estimated $640K sold.

LVZ Inc first reported a position in IWM in Q1 2020 and held it in 2 quarters. The position peaked at $640K in Q2 2020. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

LVZ Inc reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
LVZ Inc sold 4,470 iShares Russell 2000 ETF shares in Q3 2020, an estimated $640K.
LVZ Inc first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 2 quarters.
LVZ Inc's iShares Russell 2000 ETF position peaked at $640K in Q2 2020.
1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on LVZ Inc's 13F filing for Q3 2020, filed 28 Oct 2020.