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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$1K Buy
+4,800
New +$722K ﹤0.01% 256
2019
Q4
Sell
-9,000
Closed -$2K 258
2019
Q3
$2K Buy
+9,000
New +$1.37M ﹤0.01% 253

Other funds holding IWM

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.