Partnervest Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Partnervest Advisory Services’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	$890K	Sell	5,942 -335	-5%	-$50.4K	0.28%	67
2020 Q2	$899K	Sell	6,277 -3,810	-38%	-$500K	0.34%	60
2020 Q1	$1.16M	Sell	10,087 -2,266	-18%	-$338K	0.52%	31
2019 Q4	$2.05M	Buy	12,353 +278	+2%	+$43.9K	0.75%	20
2019 Q3	$1.83M	Sell	12,075 -986	-8%	-$151K	0.65%	26
2019 Q2	$2.03M	Sell	13,061 -2,827	-18%	-$436K	0.8%	19
2019 Q1	$2.43M	Sell	15,888 -8,156	-34%	-$1.23M	1.01%	13
2018 Q4	$3.22M	Sell	24,044 -12,540	-34%	-$1.87M	1.55%	7
2018 Q3	$6.17M	Buy	36,584 +4,559	+14%	+$770K	2.45%	4
2018 Q2	$5.24M	Buy	32,025 +6,040	+23%	+$966K	2.42%	4
2018 Q1	$3.94M	Buy	25,985 +324	+1%	+$50K	1.89%	5
2017 Q4	$3.91M	Buy	25,661 +2,444	+11%	+$367K	1.9%	6
2017 Q3	$3.44M	Sell	23,217 -4,918	-17%	-$692K	1.68%	9
2017 Q2	$3.96M	Sell	28,135 -6,100	-18%	-$844K	1.79%	8
2017 Q1	$4.71M	Buy	34,235 +17,629	+106%	+$2.41M	2.12%	7
2016 Q4	$2.24M	Buy	16,606 +6,726	+68%	+$860K	1.04%	16
2016 Q3	$1.23M	Sell	9,880 -101	-1%	-$12.3K	0.58%	33
2016 Q2	$1.15M	Sell	9,981 -310	-3%	-$35K	0.57%	29
2016 Q1	$1.14M	Buy	10,291 +986	+11%	+$102K	0.6%	27
2015 Q4	$1.05M	Buy	9,305 +860	+10%	+$99.2K	0.58%	34
2015 Q3	$922K	Sell	8,445 -1,558	-16%	-$185K	0.53%	37
2015 Q2	$1.25M	Buy	10,003 +2,900	+41%	+$362K	0.62%	26
2015 Q1	$883K	Sell	7,103 -5,504	-44%	-$663K	0.46%	39
2014 Q4	$1.51M	Buy	12,607 +3,813	+43%	+$436K	0.73%	25
2014 Q3	$962K	Sell	8,794 -569	-6%	-$65.1K	0.5%	36
2014 Q2	$1.11M	Buy	9,363 +1,468	+19%	+$167K	0.5%	32
2014 Q1	$918K	Sell	7,895 -9,832	-55%	-$1.13M	0.41%	37
2013 Q4	$2.04M	Sell	17,727 -36,534	-67%	-$4.04M	0.95%	15
2013 Q3	$5.79M	Sell	54,261 -11,816	-18%	-$1.22M	2.95%	7
2013 Q2	$6.41M	Buy	+66,077	New	+$6.31M	2.93%	7

Other funds holding IWM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Partnervest Advisory Services's IWM Position: Q3 2020 in Review

Partnervest Advisory Services reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q3 2020, selling an estimated $50.4K and leaving 5,942 shares worth $890K. The position accounts for 0.28% of the portfolio, ranked #67.

Partnervest Advisory Services first reported a position in IWM in Q2 2013 and has held it in 30 quarters since. The position peaked at $6.41M in Q2 2013. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Partnervest Advisory Services held 5,942 shares of iShares Russell 2000 ETF worth $890K as of Q3 2020.
Partnervest Advisory Services sold 335 iShares Russell 2000 ETF shares in Q3 2020, an estimated $50.4K.
iShares Russell 2000 ETF made up 0.28% of Partnervest Advisory Services's portfolio in Q3 2020, its #67 holding.
Partnervest Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's iShares Russell 2000 ETF position peaked at $6.41M in Q2 2013.
1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.