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PFS Investments’s iShares Russell 2000 ETF IWM Stock Holding History

PFS Investments’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
-35,538
Closed -$7.85M – 381
2021
Q1 		$7.85M Sell
35,538
-131,166
-79% -$28.6M 0.2% 121
2020
Q4 		$34.6M Buy
+166,704
New +$29.2M 0.97% 25

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS Investments's IWM Position: Q2 2021 in Review

PFS Investments sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 35,538 shares — an estimated $7.85M sold.

PFS Investments first reported a position in IWM in Q4 2020 and held it in 2 quarters. The position peaked at $34.6M in Q4 2020. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • PFS Investments reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • PFS Investments sold 35,538 iShares Russell 2000 ETF shares in Q2 2021, an estimated $7.85M.
  • PFS Investments first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
  • PFS Investments's iShares Russell 2000 ETF position peaked at $34.6M in Q4 2020.
  • 1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on PFS Investments's 13F filing for Q2 2021, filed 13 Aug 2021.