Maxim Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Maxim Capital 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
2020 Q2	$2.23M	Buy	15,138 +57	+0.4%	+$7.48K	2%	12
2020 Q1	$1.73M	Sell	15,081 -26	-0.2%	-$3.88K	1.79%	15
2019 Q4	$2.02M	Sell	15,107 -811	-5%	-$128K	2.09%	16
2019 Q3	$2.41M	Buy	15,918 +242	+2%	+$37K	2.17%	15
2019 Q2	$2.44M	Buy	15,676 +547	+4%	+$84.3K	2.28%	15
2019 Q1	$2.32M	Buy	15,129 +22	+0.1%	+$3.31K	2.16%	15
2018 Q4	$2.02M	Buy	+15,107	New	+$2.25M	2.09%	16

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Maxim Capital Management's IWM Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 0.38% in Q2 2020, buying an estimated $7.48K and bringing the position to 15,138 shares worth $2.23M. The position accounts for 2% of the portfolio, ranked #12.

Maxim Capital Management first reported a position in IWM in Q4 2018 and has held it in 7 quarters since. The position peaked at $2.44M in Q2 2019. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Maxim Capital Management held 15,138 shares of iShares Russell 2000 ETF worth $2.23M as of Q2 2020.
Maxim Capital Management bought 57 iShares Russell 2000 ETF shares in Q2 2020, an estimated $7.48K.
iShares Russell 2000 ETF made up 2% of Maxim Capital Management's portfolio in Q2 2020, its #12 holding.
Maxim Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's iShares Russell 2000 ETF position peaked at $2.44M in Q2 2019.
1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.