Piershale Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Piershale Financial Group’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	-132,537	Closed	-$29.3M	–	32
2021 Q1	$29.3M	Buy	+132,537	New	+$28.9M	12.67%	1
2016 Q4	–	Sell	-50	Closed	-$6K	–	72
2016 Q3	$6K	Hold	50	–	–	﹤0.01%	110
2016 Q2	$6K	Hold	50	–	–	﹤0.01%	103
2016 Q1	$6K	Sell	50 -500	-91%	-$51.8K	﹤0.01%	100
2015 Q4	$62K	Buy	550 +500	+1,000%	+$57.7K	0.04%	33
2015 Q3	$5K	Hold	50	–	–	﹤0.01%	94
2015 Q2	$6K	Hold	50	–	–	﹤0.01%	87
2015 Q1	$6K	Hold	50	–	–	﹤0.01%	94
2014 Q4	$6K	Hold	50	–	–	﹤0.01%	114
2014 Q3	$5K	Hold	50	–	–	﹤0.01%	104
2014 Q2	$6K	Hold	50	–	–	﹤0.01%	114
2014 Q1	$6K	Hold	50	–	–	0.01%	96
2013 Q4	$6K	Hold	50	–	–	0.01%	82
2013 Q3	$5K	Buy	+50	New	+$5.17K	﹤0.01%	87

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Piershale Financial Group's IWM Position: Q2 2021 in Review

Piershale Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 132,537 shares — an estimated $29.3M sold.

Piershale Financial Group first reported a position in IWM in Q3 2013 and held it in 14 quarters. The position peaked at $29.3M in Q1 2021. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Piershale Financial Group reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Piershale Financial Group sold 132,537 iShares Russell 2000 ETF shares in Q2 2021, an estimated $29.3M.
Piershale Financial Group first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 14 quarters.
Piershale Financial Group's iShares Russell 2000 ETF position peaked at $29.3M in Q1 2021.
1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Piershale Financial Group's 13F filing for Q2 2021, filed 15 Jul 2021.