Rational Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Rational Advisors’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 Q4	–	Sell	-11	Closed	-$2K	–	412
2020 Q3	$2K	Buy	+11	New	+$1.66K	﹤0.01%	478
2020 Q1	–	Sell	-204	Closed	-$34K	–	344
2019 Q4	$34K	Sell	204 -29,178	-99%	-$4.61M	0.02%	386
2019 Q3	$4.45M	Buy	29,382 +28,718	+4,325%	+$4.39M	1.72%	5
2019 Q2	$103K	Sell	664 -2,659	-80%	-$410K	0.04%	278
2019 Q1	$509K	Buy	3,323 +3,287	+9,131%	+$494K	0.14%	145
2018 Q4	$5K	Sell	36 -869	-96%	-$130K	﹤0.01%	428
2018 Q3	$153K	Buy	905 +694	+329%	+$117K	0.04%	208
2018 Q2	$35K	Buy	211 +174	+470%	+$27.8K	0.02%	287
2018 Q1	$6K	Buy	+37	New	+$5.71K	﹤0.01%	406

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Rational Advisors's IWM Position: Q4 2020 in Review

Rational Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 11 shares — an estimated $2K sold.

Rational Advisors first reported a position in IWM in Q1 2018 and held it in 9 quarters. The position peaked at $4.45M in Q3 2019. 1,750 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

Rational Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 11 iShares Russell 2000 ETF shares in Q4 2020, an estimated $2K.
Rational Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 9 quarters.
Rational Advisors's iShares Russell 2000 ETF position peaked at $4.45M in Q3 2019.
1,750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.