Private Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Private Wealth Partners’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	-1,411	Closed	-$234K	–	131
2019 Q4	$234K	Hold	1,411	–	–	0.03%	112
2019 Q3	$214K	Hold	1,411	–	–	0.03%	114
2019 Q2	$219K	Buy	+1,411	New	+$218K	0.03%	120

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Partners's IWM Position: Q1 2020 in Review

Private Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,411 shares — an estimated $234K sold.

Private Wealth Partners first reported a position in IWM in Q2 2019 and held it in 3 quarters. The position peaked at $234K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Private Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Private Wealth Partners sold 1,411 iShares Russell 2000 ETF shares in Q1 2020, an estimated $234K.
Private Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2019 and held it in 3 quarters.
Private Wealth Partners's iShares Russell 2000 ETF position peaked at $234K in Q4 2019.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Private Wealth Partners's 13F filing for Q1 2020, filed 24 Apr 2020.