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Rinet Company’s iShares Russell 2000 ETF IWM Stock Holding History

Rinet Company’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
Q3 		$8.54M Sell
39,045
-497
-1% -$110K 1.61% 13
2021
Q2 		$9.07M Buy
39,542
+73
+0.2% +$16.4K 1.69% 12
2021
Q1 		$8.72M Buy
39,469
+4,199
+12% +$917K 1.79% 12
2020
Q4 		$6.92M Sell
35,270
-1,174
-3% -$205K 1.96% 8
2020
Q3 		$5.46M Sell
36,444
-2,105
-5% -$317K 1.79% 8
2020
Q2 		$5.52M Sell
38,549
-1,645
-4% -$216K 1.93% 8
2020
Q1 		$4.6M Sell
40,194
-2,780
-6% -$414K 1.73% 8
2019
Q4 		$7.12M Buy
42,974
+27
+0.1% +$4.27K 1.95% 8
2019
Q3 		$6.5M Buy
42,947
+922
+2% +$141K 2% 8
2019
Q2 		$6.54M Buy
42,025
+3,512
+9% +$541K 2% 8
2019
Q1 		$5.9M Buy
38,513
+849
+2% +$128K 1.86% 8
2018
Q4 		$5.04M Buy
37,664
+774
+2% +$115K 1.83% 8
2018
Q3 		$6.22M Buy
36,890
+302
+0.8% +$51K 2.29% 7
2018
Q2 		$5.99M Buy
36,588
+489
+1% +$78.2K 2.28% 6
2018
Q1 		$5.48M Sell
36,099
-903
-2% -$139K 2.16% 7
2017
Q4 		$5.64M Sell
37,002
-14,260
-28% -$2.14M 2.24% 7
2017
Q3 		$7.6M Buy
51,262
+566
+1% +$79.6K 3.05% 6
2017
Q2 		$7.14M Buy
50,696
+1,449
+3% +$201K 3.06% 6
2017
Q1 		$6.77M Buy
49,247
+12,654
+35% +$1.73M 3.08% 6
2016
Q4 		$4.93M Buy
36,593
+13,673
+60% +$1.75M 3.64% 6
2016
Q3 		$2.85M Buy
22,920
+1,809
+9% +$220K 2.22% 8
2016
Q2 		$2.43M Buy
21,111
+1,240
+6% +$140K 1.93% 8
2016
Q1 		$2.2M Sell
19,871
-422
-2% -$43.7K 1.71% 9
2015
Q4 		$2.29M Sell
20,293
-32
-0.2% -$3.69K 1.57% 9
2015
Q3 		$2.22M Buy
20,325
+2,501
+14% +$297K 1.88% 8
2015
Q2 		$2.23M Buy
+17,824
New +$2.23M 1.88% 6

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rinet Company's IWM Position: Q3 2021 in Review

Rinet Company reduced its iShares Russell 2000 ETF (IWM) stake by 1.3% in Q3 2021, selling an estimated $110K and leaving 39,045 shares worth $8.54M. The position accounts for 1.61% of the portfolio, ranked #13.

Rinet Company first reported a position in IWM in Q2 2015 and has held it in 26 quarters since. The position peaked at $9.07M in Q2 2021. 1,816 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

  • Rinet Company held 39,045 shares of iShares Russell 2000 ETF worth $8.54M as of Q3 2021.
  • Rinet Company sold 497 iShares Russell 2000 ETF shares in Q3 2021, an estimated $110K.
  • iShares Russell 2000 ETF made up 1.61% of Rinet Company's portfolio in Q3 2021, its #13 holding.
  • Rinet Company first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 26 quarters since.
  • Rinet Company's iShares Russell 2000 ETF position peaked at $9.07M in Q2 2021.
  • 1,816 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.