QS Investors’s iShares Russell 2000 ETF IWM Stock Holding History

QS Investors’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 Q2	$16.6M	Buy	72,302 +595	+0.8%	+$134K	0.2%	77
2021 Q1	$15.8M	Sell	71,707 -23,689	-25%	-$5.17M	0.18%	88
2020 Q4	$18.7M	Sell	95,396 -30,764	-24%	-$5.38M	0.22%	67
2020 Q3	$18.9M	Buy	126,160 +489	+0.4%	+$73.6K	0.25%	59
2020 Q2	$18M	Sell	125,671 -31,133	-20%	-$4.09M	0.25%	60
2020 Q1	$17.9M	Buy	156,804 +43,943	+39%	+$6.55M	0.29%	60
2019 Q4	$18.7M	Sell	112,861 -18,567	-14%	-$2.93M	0.19%	79
2019 Q3	$19.9M	Buy	131,428 +5,590	+4%	+$854K	0.22%	66
2019 Q2	$19.6M	Sell	125,838 -4,742	-4%	-$731K	0.21%	60
2019 Q1	$20M	Buy	130,580 +26,702	+26%	+$4.01M	0.22%	58
2018 Q4	$13.9M	Sell	103,878 -2,823	-3%	-$421K	0.18%	80
2018 Q3	$18M	Buy	106,701 +9,037	+9%	+$1.53M	0.17%	79
2018 Q2	$16M	Sell	97,664 -7,790	-7%	-$1.25M	0.16%	90
2018 Q1	$16M	Buy	105,454 +2,587	+3%	+$400K	0.16%	76
2017 Q4	$15.7M	Sell	102,867 -4,153	-4%	-$624K	0.15%	86
2017 Q3	$15.9M	Buy	107,020 +5,246	+5%	+$738K	0.13%	95
2017 Q2	$14.3M	Buy	101,774 +20,364	+25%	+$2.82M	0.12%	98
2017 Q1	$11.2M	Sell	81,410 -13,448	-14%	-$1.84M	0.1%	128
2016 Q4	$12.8M	Buy	94,858 +33,642	+55%	+$4.3M	0.1%	144
2016 Q3	$7.6M	Sell	61,216 -31,858	-34%	-$3.87M	0.06%	253
2016 Q2	$10.7M	Sell	93,074 -35,660	-28%	-$4.02M	0.09%	194
2016 Q1	$14.2M	Sell	128,734 -88,497	-41%	-$9.16M	0.14%	138
2015 Q4	$24.5M	Buy	217,231 +181,628	+510%	+$21M	0.24%	80
2015 Q3	$3.89M	Sell	35,603 -57,281	-62%	-$6.79M	0.04%	442
2015 Q2	$11.6M	Sell	92,884 -225,760	-71%	-$28.2M	0.14%	165
2015 Q1	$39.6M	Buy	318,644 +198,852	+166%	+$24M	0.45%	37
2014 Q4	$14.3M	Buy	+119,792	New	+$13.7M	0.17%	149

Other funds holding IWM

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

QS Investors's IWM Position: Q2 2021 in Review

QS Investors increased its iShares Russell 2000 ETF (IWM) stake by 0.83% in Q2 2021, buying an estimated $134K and bringing the position to 72,302 shares worth $16.6M. The position accounts for 0.2% of the portfolio, ranked #77.

QS Investors first reported a position in IWM in Q4 2014 and has held it in 27 quarters since. The position peaked at $39.6M in Q1 2015. 1,822 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

QS Investors held 72,302 shares of iShares Russell 2000 ETF worth $16.6M as of Q2 2021.
QS Investors bought 595 iShares Russell 2000 ETF shares in Q2 2021, an estimated $134K.
iShares Russell 2000 ETF made up 0.2% of QS Investors's portfolio in Q2 2021, its #77 holding.
QS Investors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 27 quarters since.
QS Investors's iShares Russell 2000 ETF position peaked at $39.6M in Q1 2015.
1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.