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Marino Stram & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-1,999
Closed -$459K – 217
2021
Q2 		$459K Buy
+1,999
New +$449K 0.12% 135

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marino Stram & Associates's IWM Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 1,999 shares — an estimated $459K sold.

Marino Stram & Associates first reported a position in IWM in Q2 2021 and held it in 1 quarter. The position peaked at $459K in Q2 2021. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 1,999 iShares Russell 2000 ETF shares in Q3 2021, an estimated $459K.
  • Marino Stram & Associates first reported a position in iShares Russell 2000 ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's iShares Russell 2000 ETF position peaked at $459K in Q2 2021.
  • 1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.