Nachman Norwood & Parrott’s iShares Russell 2000 ETF IWM Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.19M	Sell	5,182 -92	-2%	-$20.7K	0.12%	117
2021 Q1	$1.17M	Buy	5,274 +62	+1%	+$13.5K	0.13%	115
2020 Q4	$1.02M	Sell	5,212 -16	-0.3%	-$2.8K	0.12%	115
2020 Q3	$783K	Sell	5,228 -1,470	-22%	-$221K	0.11%	122
2020 Q2	$959K	Buy	6,698 +2,738	+69%	+$359K	0.16%	98
2020 Q1	$453K	Sell	3,960 -18	-0.5%	-$2.68K	0.09%	144
2019 Q4	$659K	Sell	3,978 -17	-0.4%	-$2.69K	0.11%	143
2019 Q3	$605K	Sell	3,995 -664	-14%	-$101K	0.11%	140
2019 Q2	$724K	Buy	4,659 +1,284	+38%	+$198K	0.13%	124
2019 Q1	$517K	Sell	3,375 -221	-6%	-$33.2K	0.1%	141
2018 Q4	$481K	Buy	+3,596	New	+$537K	0.1%	142

Other funds holding IWM

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nachman Norwood & Parrott's IWM Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q2 2021, selling an estimated $20.7K and leaving 5,182 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #117.

Nachman Norwood & Parrott first reported a position in IWM in Q4 2018 and has held it in 11 quarters since. 1,823 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Nachman Norwood & Parrott held 5,182 shares of iShares Russell 2000 ETF worth $1.19M as of Q2 2021.
Nachman Norwood & Parrott sold 92 iShares Russell 2000 ETF shares in Q2 2021, an estimated $20.7K.
iShares Russell 2000 ETF made up 0.12% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #117 holding.
Nachman Norwood & Parrott first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 11 quarters since.
1,823 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.