Security National Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Security National Trust’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	$344K	Hold	1,500	–	–	0.08%	128
2021 Q2	$344K	Hold	1,500	–	–	0.08%	133
2021 Q1	$332K	Hold	1,500	–	–	0.08%	131
2020 Q4	$294K	Hold	1,500	–	–	0.07%	133
2020 Q3	$225K	Buy	1,500 +303	+25%	+$45.6K	0.06%	145
2020 Q2	$171K	Hold	1,197	–	–	0.05%	164
2020 Q1	$137K	Hold	1,197	–	–	0.05%	167
2019 Q4	$198K	Hold	1,197	–	–	0.06%	157
2019 Q3	$181K	Hold	1,197	–	–	0.06%	159
2019 Q2	$186K	Hold	1,197	–	–	0.06%	161
2019 Q1	$183K	Hold	1,197	–	–	0.06%	159
2018 Q4	$160K	Hold	1,197	–	–	0.06%	161
2018 Q3	$201K	Hold	1,197	–	–	0.06%	157
2018 Q2	$196K	Hold	1,197	–	–	0.07%	160
2018 Q1	$182K	Hold	1,197	–	–	0.06%	166
2017 Q4	$183K	Hold	1,197	–	–	0.06%	171
2017 Q3	$177K	Hold	1,197	–	–	0.06%	175
2017 Q2	$169K	Hold	1,197	–	–	0.06%	179
2017 Q1	$165K	Hold	1,197	–	–	0.06%	179
2016 Q4	$162K	Hold	1,197	–	–	0.06%	181
2016 Q3	$149K	Hold	1,197	–	–	0.05%	189
2016 Q2	$138K	Buy	1,197 +175	+17%	+$19.7K	0.05%	195
2016 Q1	$113K	Hold	1,022	–	–	0.04%	209
2015 Q4	$115K	Hold	1,022	–	–	0.05%	202
2015 Q3	$112K	Hold	1,022	–	–	0.04%	206
2015 Q2	$128K	Hold	1,022	–	–	0.05%	206
2015 Q1	$127K	Buy	1,022 +652	+176%	+$78.6K	0.05%	211
2014 Q4	$44K	Hold	370	–	–	0.02%	287
2014 Q3	$40K	Hold	370	–	–	0.02%	293
2014 Q2	$44K	Hold	370	–	–	0.02%	290
2014 Q1	$43K	Hold	370	–	–	0.02%	294
2013 Q4	$43K	Hold	370	–	–	0.02%	287
2013 Q3	$39K	Hold	370	–	–	0.02%	283
2013 Q2	$36K	Buy	+370	New	+$35.3K	0.02%	280

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Security National Trust's IWM Position: Q3 2021 in Review

Security National Trust held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 1,500 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #128.

Security National Trust first reported a position in IWM in Q2 2013 and has held it in 34 quarters since. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Security National Trust held 1,500 shares of iShares Russell 2000 ETF worth $344K as of Q3 2021.
Security National Trust left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
iShares Russell 2000 ETF made up 0.08% of Security National Trust's portfolio in Q3 2021, its #128 holding.
Security National Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 34 quarters since.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.