Private Vista’s iShares Russell 2000 ETF IWM Stock Holding History

Private Vista’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 Q2	–	Sell	-10,670	Closed	-$1.22M	–	138
2020 Q1	$1.22M	Buy	+10,670	New	+$1.59M	0.46%	38
2019 Q3	–	Sell	-10,520	Closed	-$1.64M	–	156
2019 Q2	$1.64M	Sell	10,520 -590	-5%	-$90.9K	0.41%	34
2019 Q1	$1.7M	Buy	11,110 +394	+4%	+$59.2K	0.42%	35
2018 Q4	$1.44M	Sell	10,716 -1,452	-12%	-$217K	0.33%	41
2018 Q3	$2.03M	Buy	12,168 +184	+2%	+$31.1K	0.42%	34
2018 Q2	$1.96M	Buy	11,984 +1,106	+10%	+$177K	0.45%	31
2018 Q1	$1.65M	Buy	+10,878	New	+$1.68M	0.48%	27
2017 Q4	–	Sell	-8,303	Closed	-$1.23M	–	96
2017 Q3	$1.23M	Sell	8,303 -58	-0.7%	-$8.16K	0.27%	41
2017 Q2	$1.19M	Buy	8,361 +84	+1%	+$11.6K	0.29%	33
2017 Q1	$1.15M	Sell	8,277 -139	-2%	-$19K	0.29%	34
2016 Q4	$1.14M	Sell	8,416 -86	-1%	-$11K	0.33%	25
2016 Q3	$987K	Buy	8,502 +1,164	+16%	+$141K	0.25%	35
2016 Q2	$857K	Sell	7,338 -328	-4%	-$37K	0.29%	20
2016 Q1	$856K	Sell	7,666 -8,073	-51%	-$836K	0.3%	16
2015 Q4	$1.56M	Buy	+15,739	New	+$1.82M	0.71%	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Private Vista's IWM Position: Q2 2020 in Review

Private Vista sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 10,670 shares — an estimated $1.22M sold.

Private Vista first reported a position in IWM in Q4 2015 and held it in 15 quarters. The position peaked at $2.03M in Q3 2018. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Private Vista reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
Private Vista sold 10,670 iShares Russell 2000 ETF shares in Q2 2020, an estimated $1.22M.
Private Vista first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 15 quarters.
Private Vista's iShares Russell 2000 ETF position peaked at $2.03M in Q3 2018.
1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.