Sowa Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sowa Financial 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
2021 Q3	–	Sell	-881	Closed	-$202K	–	70
2021 Q2	$202K	Buy	+881	New	+$198K	0.15%	70
2021 Q1	–	Sell	-880	Closed	-$173K	–	142
2020 Q4	$173K	Buy	880 +1	+0.1%	+$175	0.12%	69
2020 Q3	$132K	Hold	879	–	–	0.09%	74
2020 Q2	$126K	Buy	879 +1	+0.1%	+$131	0.1%	74
2020 Q1	$100K	Sell	878 -275	-24%	-$41K	0.09%	74
2019 Q4	$191K	Buy	+1,153	New	+$182K	0.16%	61

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

Sowa Financial Group's IWM Position: Q3 2021 in Review

Sowa Financial Group sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 881 shares — an estimated $202K sold.

Sowa Financial Group first reported a position in IWM in Q4 2019 and held it in 6 quarters. The position peaked at $202K in Q2 2021. 1,817 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Sowa Financial Group reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
Sowa Financial Group sold 881 iShares Russell 2000 ETF shares in Q3 2021, an estimated $202K.
Sowa Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 6 quarters.
Sowa Financial Group's iShares Russell 2000 ETF position peaked at $202K in Q2 2021.
1,817 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Sowa Financial Group's 13F filing for Q3 2021, filed 7 Oct 2021.