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New England Investment & Retirement Group’s iShares Russell 2000 ETF IWM Stock Holding History

New England Investment & Retirement Group’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 		$13.6M Buy
62,221
+1,406
+2% +$312K 3.14% 7
2021
Q2 		$13.9M Sell
60,815
-27,221
-31% -$6.12M 3.03% 8
2021
Q1 		$19.5M Buy
88,036
+36,519
+71% +$7.97M 4.7% 6
2020
Q4 		$10.1M Buy
+51,517
New +$9.01M 2.35% 13
2020
Q2 		– Sell
-472
Closed -$54K – 145
2020
Q1 		$54K Buy
+472
New +$70.4K 0.02% 83
2019
Q3 		– Sell
-36,138
Closed -$5.62M – 68
2019
Q2 		$5.62M Buy
36,138
+346
+1% +$53.3K 2.28% 12
2019
Q1 		$5.48M Buy
+35,792
New +$5.38M 2.5% 12
2018
Q4 		– Sell
-23,406
Closed -$3.94M – 57
2018
Q3 		$3.94M Sell
23,406
-445
-2% -$75.1K 2.59% 14
2018
Q2 		$3.91M Buy
+23,851
New +$3.82M 2.6% 14
2016
Q1 		– Sell
-7,888
Closed -$888K – 63
2015
Q4 		$888K Sell
7,888
-6,807
-46% -$785K 0.47% 48
2015
Q3 		$1.6M Buy
14,695
+11,255
+327% +$1.33M 0.77% 40
2015
Q2 		$432K Sell
3,440
-583
-14% -$72.8K 0.21% 51
2015
Q1 		$500K Sell
4,023
-10,050
-71% -$1.21M 0.22% 49
2014
Q4 		$1.68M Buy
+14,073
New +$1.61M 0.66% 36

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

New England Investment & Retirement Group's IWM Position: Q3 2021 in Review

New England Investment & Retirement Group increased its iShares Russell 2000 ETF (IWM) stake by 2.3% in Q3 2021, buying an estimated $312K and bringing the position to 62,221 shares worth $13.6M. The position accounts for 3.14% of the portfolio, ranked #7.

New England Investment & Retirement Group first reported a position in IWM in Q4 2014 and has held it in 14 quarters since. The position peaked at $19.5M in Q1 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • New England Investment & Retirement Group held 62,221 shares of iShares Russell 2000 ETF worth $13.6M as of Q3 2021.
  • New England Investment & Retirement Group bought 1,406 iShares Russell 2000 ETF shares in Q3 2021, an estimated $312K.
  • iShares Russell 2000 ETF made up 3.14% of New England Investment & Retirement Group's portfolio in Q3 2021, its #7 holding.
  • New England Investment & Retirement Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 14 quarters since.
  • New England Investment & Retirement Group's iShares Russell 2000 ETF position peaked at $19.5M in Q1 2021.
  • 1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on New England Investment & Retirement Group's 13F filing for Q3 2021, filed 28 Oct 2021.