Paradigm Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Paradigm Financial Advisors’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 Q4	$236K	Buy	1,063 +1	+0.1%	+$226	0.05%	190
2021 Q3	$232K	Hold	1,062	–	–	0.05%	188
2021 Q2	$243K	Sell	1,062 -81	-7%	-$18.2K	0.05%	187
2021 Q1	$253K	Hold	1,143	–	–	0.06%	166
2020 Q4	$224K	Buy	+1,143	New	+$200K	0.06%	146
2014 Q2	–	Sell	-140	Closed	-$16K	–	136
2014 Q1	$16K	Hold	140	–	–	0.01%	179
2013 Q4	$16K	Buy	+140	New	+$15.5K	0.02%	196

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Paradigm Financial Advisors's IWM Position: Q4 2021 in Review

Paradigm Financial Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.09% in Q4 2021, buying an estimated $226 and bringing the position to 1,063 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #190.

Paradigm Financial Advisors first reported a position in IWM in Q4 2013 and has held it in 7 quarters since. The position peaked at $253K in Q1 2021. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Paradigm Financial Advisors held 1,063 shares of iShares Russell 2000 ETF worth $236K as of Q4 2021.
Paradigm Financial Advisors bought 1 iShares Russell 2000 ETF share in Q4 2021, an estimated $226.
iShares Russell 2000 ETF made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #190 holding.
Paradigm Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 7 quarters since.
Paradigm Financial Advisors's iShares Russell 2000 ETF position peaked at $253K in Q1 2021.
2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.