Pinz Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Pinz Capital Management’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 Q3	–	Sell	-2,000	Closed	-$459K	–	264
2021 Q2	$459K	Buy	2,000 +1,500	+300%	+$337K	0.14%	94
2021 Q1	$109K	Buy	+500	New	+$109K	0.03%	200
2020 Q4	–	Sell	-66,500	Closed	-$9.96M	–	159
2020 Q3	$9.96M	Buy	+66,500	New	+$10M	3.63%	1
2020 Q2	–	Sell	-3,360	Closed	-$385K	–	156
2020 Q1	$385K	Buy	+3,360	New	+$501K	1.01%	18

Other funds holding IWM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Pinz Capital Management's IWM Position: Q3 2021 in Review

Pinz Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 2,000 shares — an estimated $459K sold.

Pinz Capital Management first reported a position in IWM in Q1 2020 and held it in 4 quarters. The position peaked at $9.96M in Q3 2020. 1,817 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Pinz Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
Pinz Capital Management sold 2,000 iShares Russell 2000 ETF shares in Q3 2021, an estimated $459K.
Pinz Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 4 quarters.
Pinz Capital Management's iShares Russell 2000 ETF position peaked at $9.96M in Q3 2020.
1,817 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Pinz Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.