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Northstar Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Northstar Wealth 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
Q3 		– Sell
-4,678
Closed -$669K – 167
2020
Q2 		$669K Sell
4,678
-158
-3% -$20.7K 0.28% 88
2020
Q1 		$553K Sell
4,836
-952
-16% -$142K 0.28% 87
2019
Q4 		$959K Sell
5,788
-1,274
-18% -$201K 0.39% 80
2019
Q3 		$1.07M Buy
7,062
+61
+0.9% +$9.31K 0.47% 69
2019
Q2 		$1.09M Buy
7,001
+72
+1% +$11.1K 0.48% 64
2019
Q1 		$1.06M Buy
6,929
+52
+0.8% +$7.81K 0.49% 65
2018
Q4 		$921K Sell
6,877
-614
-8% -$91.6K 0.48% 65
2018
Q3 		$1.26M Buy
7,491
+24
+0.3% +$4.05K 0.6% 56
2018
Q2 		$1.22M Buy
7,467
+751
+11% +$120K 0.61% 55
2018
Q1 		$1.02M Buy
6,716
+2,351
+54% +$363K 0.52% 63
2017
Q4 		$677K Buy
4,365
+725
+20% +$109K 0.6% 56
2017
Q3 		$543K Sell
3,640
-164
-4% -$23.1K 0.53% 64
2017
Q2 		$532K Buy
3,804
+339
+10% +$46.9K 0.49% 65
2017
Q1 		$465K Buy
+3,465
New +$473K 0.43% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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

Northstar Wealth Partners's IWM Position: Q3 2020 in Review

Northstar Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 4,678 shares — an estimated $669K sold.

Northstar Wealth Partners first reported a position in IWM in Q1 2017 and held it in 14 quarters. The position peaked at $1.26M in Q3 2018. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Northstar Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 4,678 iShares Russell 2000 ETF shares in Q3 2020, an estimated $669K.
  • Northstar Wealth Partners first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 14 quarters.
  • Northstar Wealth Partners's iShares Russell 2000 ETF position peaked at $1.26M in Q3 2018.
  • 1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.