LWM
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Lyons Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Lyons Wealth Management’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
2018
Q4 		– Sell
-40,300
Closed -$76K – 42
2018
Q3 		$76K Buy
40,300
+4,300
+12% +$726K 0.15% 44
2018
Q2 		$110K Buy
+36,000
New +$5.76M 0.16% 43

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 $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B 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 $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lyons Wealth Management's IWM Position: Q4 2019 in Review

Lyons Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q4 2019, selling an estimated $99.7K and leaving 5,086 shares worth $839K. The position accounts for 2.46% of the portfolio, ranked #7.

Lyons Wealth Management first reported a position in IWM in Q2 2013 and has held it in 22 quarters since. The position peaked at $13M in Q2 2013. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • Lyons Wealth Management held 5,086 shares of iShares Russell 2000 ETF worth $839K as of Q4 2019.
  • Lyons Wealth Management sold 631 iShares Russell 2000 ETF shares in Q4 2019, an estimated $99.7K.
  • iShares Russell 2000 ETF made up 2.46% of Lyons Wealth Management's portfolio in Q4 2019, its #7 holding.
  • Lyons Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 22 quarters since.
  • Lyons Wealth Management's iShares Russell 2000 ETF position peaked at $13M in Q2 2013.
  • 1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.