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Private Wealth Advisors (Pennsylvania)’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q1 		– Sell
-1,508
Closed -$249K – 116
2019
Q4 		$249K Sell
1,508
-4,329
-74% -$684K 0.13% 113
2019
Q3 		$883K Sell
5,837
-17,521
-75% -$2.68M 0.45% 61
2019
Q2 		$3.63M Buy
23,358
+200
+0.9% +$30.8K 1.29% 25
2019
Q1 		$3.54M Sell
23,158
-3,889
-14% -$584K 1.32% 23
2018
Q4 		$3.62M Sell
27,047
-1,083
-4% -$162K 1.57% 20
2018
Q3 		$4.74M Buy
28,130
+291
+1% +$49.1K 1.75% 14
2018
Q2 		$4.56M Hold
27,839
– – 1.82% 11
2018
Q1 		$4.23M Sell
27,839
-1
-0% -$154 1.69% 13
2017
Q4 		$4.24M Buy
27,840
+100
+0.4% +$15K 1.64% 17
2017
Q3 		$4.11M Sell
27,740
-63
-0.2% -$8.86K 1.69% 17
2017
Q2 		$3.92M Buy
27,803
+285
+1% +$39.4K 1.68% 17
2017
Q1 		$3.78M Sell
27,518
-10,743
-28% -$1.47M 1.7% 17
2016
Q4 		$5.16M Buy
38,261
+547
+1% +$69.9K 2.4% 8
2016
Q3 		$4.68M Buy
37,714
+85
+0.2% +$10.3K 2.22% 8
2016
Q2 		$4.33M Buy
37,629
+798
+2% +$90K 2.12% 11
2016
Q1 		$4.08M Buy
36,831
+36
+0.1% +$3.73K 2.17% 11
2015
Q4 		$4.14M Buy
36,795
+2,168
+6% +$250K 2.33% 9
2015
Q3 		$3.78M Buy
34,627
+795
+2% +$94.3K 1.89% 11
2015
Q2 		$4.22M Buy
33,832
+1,870
+6% +$234K 1.92% 10
2015
Q1 		$3.98M Buy
31,962
+8,498
+36% +$1.02M 1.86% 11
2014
Q4 		$2.81M Buy
23,464
+11,407
+95% +$1.3M 1.36% 23
2014
Q3 		$1.32M Hold
12,057
– – 0.69% 48
2014
Q2 		$1.43M Buy
12,057
+125
+1% +$14.2K 0.73% 47
2014
Q1 		$1.39M Buy
11,932
+405
+4% +$46.7K 0.76% 44
2013
Q4 		$1.33M Sell
11,527
-875
-7% -$96.6K 0.73% 49
2013
Q3 		$1.32M Hold
12,402
– – 0.78% 46
2013
Q2 		$1.2M Buy
+12,402
New +$1.18M 0.75% 46

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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IWM Position: Q1 2020 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,508 shares — an estimated $249K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IWM in Q2 2013 and held it in 27 quarters. The position peaked at $5.16M in Q4 2016. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 1,508 iShares Russell 2000 ETF shares in Q1 2020, an estimated $249K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 27 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares Russell 2000 ETF position peaked at $5.16M in Q4 2016.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 7 May 2020.