Paul John Balson’s iShares Russell 2000 ETF IWM Stock Holding History

Paul John Balson’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 Q4	$2.5M	Buy	12,747 +1,058	+9%	+$185K	0.51%	15
2020 Q3	$1.75M	Sell	11,689 -2,680	-19%	-$403K	0.43%	17
2020 Q2	$2.06M	Buy	14,369 +25	+0.2%	+$3.28K	0.77%	13
2020 Q1	$1.64M	Buy	+14,344	New	+$2.14M	0.88%	13

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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paul John Balson's IWM Position: Q4 2020 in Review

Paul John Balson increased its iShares Russell 2000 ETF (IWM) stake by 9.1% in Q4 2020, buying an estimated $185K and bringing the position to 12,747 shares worth $2.5M. The position accounts for 0.51% of the portfolio, ranked #15.

Paul John Balson first reported a position in IWM in Q1 2020 and has held it in 4 quarters since. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

Paul John Balson held 12,747 shares of iShares Russell 2000 ETF worth $2.5M as of Q4 2020.
Paul John Balson bought 1,058 iShares Russell 2000 ETF shares in Q4 2020, an estimated $185K.
iShares Russell 2000 ETF made up 0.51% of Paul John Balson's portfolio in Q4 2020, its #15 holding.
Paul John Balson first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 4 quarters since.
1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.