MWM
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MBE Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

MBE 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
2020
Q2 		– Sell
-307
Closed -$35K – 284
2020
Q1 		$35K Buy
+307
New +$45.8K 0.03% 163

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MBE Wealth Management's IWM Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 307 shares — an estimated $35K sold.

MBE Wealth Management first reported a position in IWM in Q1 2020 and held it in 1 quarter. The position peaked at $35K in Q1 2020. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 307 iShares Russell 2000 ETF shares in Q2 2020, an estimated $35K.
  • MBE Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Russell 2000 ETF position peaked at $35K in Q1 2020.
  • 1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

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