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Palumbo Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Palumbo Wealth Management’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 		– Sell
-919
Closed -$203K – 101
2021
Q1 		$203K Buy
+919
New +$201K 0.15% 96

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Palumbo Wealth Management's IWM Position: Q2 2021 in Review

Palumbo Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 919 shares — an estimated $203K sold.

Palumbo Wealth Management first reported a position in IWM in Q1 2021 and held it in 1 quarter. The position peaked at $203K in Q1 2021. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Palumbo Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 919 iShares Russell 2000 ETF shares in Q2 2021, an estimated $203K.
  • Palumbo Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 1 quarter.
  • Palumbo Wealth Management's iShares Russell 2000 ETF position peaked at $203K in Q1 2021.
  • 1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Palumbo Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.