Sequoia Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sequoia Wealth Management’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
2019 Q4	$991K	Sell	5,983 -11,481	-66%	-$1.81M	7.68%	3
2019 Q3	$2.66M	Buy	17,464 +6,495	+59%	+$992K	5.44%	4
2019 Q2	$1.69M	Sell	10,969 -7,489	-41%	-$1.15M	1.6%	11
2019 Q1	$2.83M	Sell	18,458 -2,297	-11%	-$345K	2.3%	10
2018 Q4	$2.78M	Sell	20,755 -5,926	-22%	-$884K	2.75%	9
2018 Q3	$4.49M	Sell	26,681 -2,078	-7%	-$351K	3.86%	6
2018 Q2	$4.24M	Buy	28,759 +4,451	+18%	+$712K	4.49%	6
2018 Q1	$3.69M	Sell	24,308 -324	-1%	-$50K	3.56%	7
2017 Q4	$3.82M	Buy	+24,632	New	+$3.7M	3.45%	8

Other funds holding IWM

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

Goldman Sachs New York $871B AUM 31.28% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Sequoia Wealth Management's IWM Position: Q4 2019 in Review

Sequoia Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 66% in Q4 2019, selling an estimated $1.81M and leaving 5,983 shares worth $991K. The position accounts for 7.68% of the portfolio, ranked #3.

Sequoia Wealth Management first reported a position in IWM in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.49M in Q3 2018. 1,603 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Sequoia Wealth Management held 5,983 shares of iShares Russell 2000 ETF worth $991K as of Q4 2019.
Sequoia Wealth Management sold 11,481 iShares Russell 2000 ETF shares in Q4 2019, an estimated $1.81M.
iShares Russell 2000 ETF made up 7.68% of Sequoia Wealth Management's portfolio in Q4 2019, its #3 holding.
Sequoia Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's iShares Russell 2000 ETF position peaked at $4.49M in Q3 2018.
1,603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.