SFSIG
IWM icon

San Francisco Sentry Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

San Francisco Sentry Investment Group’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
Q3 		– Sell
-700
Closed -$100K – 685
2020
Q2 		$100K Buy
+700
New +$91.9K 0.05% 262
2020
Q1 		– Sell
-2,000
Closed -$331K – 940
2019
Q4 		$331K Buy
+2,000
New +$316K 0.15% 155

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

San Francisco Sentry Investment Group's IWM Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q2 2021, selling an estimated $75.8K and leaving 2,018 shares worth $463K. The position accounts for 0.24% of the portfolio, ranked #117.

San Francisco Sentry Investment Group first reported a position in IWM in Q2 2013 and has held it in 23 quarters since. The position peaked at $637K in Q3 2018. 1,823 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • San Francisco Sentry Investment Group held 2,018 shares of iShares Russell 2000 ETF worth $463K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 337 iShares Russell 2000 ETF shares in Q2 2021, an estimated $75.8K.
  • iShares Russell 2000 ETF made up 0.24% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #117 holding.
  • San Francisco Sentry Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 23 quarters since.
  • San Francisco Sentry Investment Group's iShares Russell 2000 ETF position peaked at $637K in Q3 2018.
  • 1,823 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.