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NewFocus Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

NewFocus Financial 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
2020
Q4 		$344K Hold
1,756
– – 0.1% 94
2020
Q3 		$263K Sell
1,756
-459
-21% -$69.1K 0.09% 105
2020
Q2 		$317K Sell
2,215
-700
-24% -$91.9K 0.11% 91
2020
Q1 		$334K Buy
2,915
+231
+9% +$34.4K 0.15% 70
2019
Q4 		$445K Sell
2,684
-9
-0.3% -$1.42K 0.17% 68
2019
Q3 		$408K Buy
2,693
+700
+35% +$107K 0.18% 66
2019
Q2 		$310K Sell
1,993
-404
-17% -$62.3K 0.14% 74
2019
Q1 		$367K Buy
2,397
+89
+4% +$13.4K 0.18% 64
2018
Q4 		$309K Hold
2,308
– – 0.18% 67
2018
Q3 		$389K Sell
2,308
-281
-11% -$47.4K 0.21% 56
2018
Q2 		$424K Hold
2,589
– – 0.26% 54
2018
Q1 		$393K Hold
2,589
– – 0.25% 55
2017
Q4 		$395K Hold
2,589
– – 0.24% 55
2017
Q3 		$384K Hold
2,589
– – 0.25% 55
2017
Q2 		$365K Buy
2,589
+105
+4% +$14.5K 0.21% 58
2017
Q1 		$342K Sell
2,484
-158
-6% -$21.6K 0.21% 51
2016
Q4 		$356K Buy
2,642
+158
+6% +$20.2K 0.24% 50
2016
Q3 		$309K Sell
2,484
-430
-15% -$52.3K 0.22% 46
2016
Q2 		$335K Hold
2,914
– – 0.25% 45
2016
Q1 		$322K Sell
2,914
-17
-0.6% -$1.76K 0.24% 43
2015
Q4 		$330K Buy
2,931
+371
+14% +$42.8K 0.23% 49
2015
Q3 		$280K Hold
2,560
– – 0.22% 44
2015
Q2 		$320K Sell
2,560
-229
-8% -$28.6K 0.21% 46
2015
Q1 		$347K Sell
2,789
-280
-9% -$33.8K 0.22% 44
2014
Q4 		$367K Hold
3,069
– – 0.25% 46
2014
Q3 		$336K Buy
3,069
+1,197
+64% +$137K 0.27% 36
2014
Q2 		$222K Buy
+1,872
New +$213K 0.18% 41

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NewFocus Financial Group's IWM Position: Q4 2020 in Review

NewFocus Financial Group held its iShares Russell 2000 ETF (IWM) position steady in Q4 2020 at 1,756 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #94.

NewFocus Financial Group first reported a position in IWM in Q2 2014 and has held it in 27 quarters since. The position peaked at $445K in Q4 2019. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • NewFocus Financial Group held 1,756 shares of iShares Russell 2000 ETF worth $344K as of Q4 2020.
  • NewFocus Financial Group left its iShares Russell 2000 ETF share count unchanged in Q4 2020.
  • iShares Russell 2000 ETF made up 0.1% of NewFocus Financial Group's portfolio in Q4 2020, its #94 holding.
  • NewFocus Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 27 quarters since.
  • NewFocus Financial Group's iShares Russell 2000 ETF position peaked at $445K in Q4 2019.
  • 1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.