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Sirios Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sirios Capital 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
2020
Q2 		– Sell
-1,865
Closed -$213K – 89
2020
Q1 		$213K Buy
+1,865
New +$278K 0.02% 63

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sirios Capital Management's IWM Position: Q2 2020 in Review

Sirios Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 1,865 shares — an estimated $213K sold.

Sirios Capital Management first reported a position in IWM in Q1 2020 and held it in 1 quarter. The position peaked at $213K in Q1 2020. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Sirios Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Sirios Capital Management sold 1,865 iShares Russell 2000 ETF shares in Q2 2020, an estimated $213K.
  • Sirios Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • Sirios Capital Management's iShares Russell 2000 ETF position peaked at $213K in Q1 2020.
  • 1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Sirios Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.