New Potomac Partners’s iShares Russell 2000 ETF IWM Stock Holding History

New Potomac Partners’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	-75	Closed	-$9K	–	135
2020 Q1	$9K	Hold	75	–	–	0.01%	124
2019 Q4	$12K	Hold	75	–	–	0.01%	124
2019 Q3	$11K	Hold	75	–	–	0.01%	127
2019 Q2	$12K	Hold	75	–	–	0.01%	126
2019 Q1	$11K	Hold	75	–	–	0.01%	128
2018 Q4	$10K	Hold	75	–	–	0.01%	141
2018 Q3	$13K	Hold	75	–	–	0.01%	132
2018 Q2	$12K	Hold	75	–	–	0.01%	130
2018 Q1	$11K	Hold	75	–	–	0.01%	132
2017 Q4	$11K	Buy	+75	New	+$11.3K	0.01%	132

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

New Potomac Partners's IWM Position: Q2 2020 in Review

New Potomac Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 75 shares — an estimated $9K sold.

New Potomac Partners first reported a position in IWM in Q4 2017 and held it in 10 quarters. The position peaked at $13K in Q3 2018. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

New Potomac Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
New Potomac Partners sold 75 iShares Russell 2000 ETF shares in Q2 2020, an estimated $9K.
New Potomac Partners first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
New Potomac Partners's iShares Russell 2000 ETF position peaked at $13K in Q3 2018.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on New Potomac Partners's 13F filing for Q2 2020, filed 4 Aug 2020.