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

Reby 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 		$236K Buy
+1,203
New +$211K 0.06% 75

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Reby Advisors's IWM Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2020: 1,203 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #75 among its holdings.

1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Reby Advisors held 1,203 shares of iShares Russell 2000 ETF worth $236K as of Q4 2020.
  • iShares Russell 2000 ETF was a new Reby Advisors position in Q4 2020.
  • iShares Russell 2000 ETF made up 0.06% of Reby Advisors's portfolio in Q4 2020, its #75 holding.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.