Price Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Price Wealth’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 Q3	$3.33M	Sell	22,246 -2,159	-9%	-$325K	0.93%	21
2020 Q2	$3.49M	Sell	24,405 -2,138	-8%	-$281K	1.03%	21
2020 Q1	$3.04M	Sell	26,543 -30,296	-53%	-$4.52M	1.1%	20
2019 Q4	$9.42M	Buy	56,839 +191	+0.3%	+$30.2K	2.93%	10
2019 Q3	$8.57M	Hold	56,648	–	–	2.8%	10
2019 Q2	$8.81M	Buy	56,648 +552	+1%	+$85.1K	2.85%	9
2019 Q1	$8.59M	Sell	56,096 -23	-0%	-$3.46K	3.3%	8
2018 Q4	$7.51M	Buy	56,119 +55,305	+6,794%	+$8.25M	3.16%	8
2018 Q3	$137K	Buy	814 +2	+0.2%	+$338	0.05%	62
2018 Q2	$133K	Buy	812 +1	+0.1%	+$160	0.05%	75
2018 Q1	$123K	Buy	811 +2	+0.2%	+$309	0.07%	65
2017 Q4	$123K	Buy	+809	New	+$122K	0.08%	32

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Price Wealth's IWM Position: Q3 2020 in Review

Price Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 8.8% in Q3 2020, selling an estimated $325K and leaving 22,246 shares worth $3.33M. The position accounts for 0.93% of the portfolio, ranked #21.

Price Wealth first reported a position in IWM in Q4 2017 and has held it in 12 quarters since. The position peaked at $9.42M in Q4 2019. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Price Wealth held 22,246 shares of iShares Russell 2000 ETF worth $3.33M as of Q3 2020.
Price Wealth sold 2,159 iShares Russell 2000 ETF shares in Q3 2020, an estimated $325K.
iShares Russell 2000 ETF made up 0.93% of Price Wealth's portfolio in Q3 2020, its #21 holding.
Price Wealth first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 12 quarters since.
Price Wealth's iShares Russell 2000 ETF position peaked at $9.42M in Q4 2019.
1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.