Squar Milner Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

Squar Milner Financial Services’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	-563	Closed	-$64K	–	457
2020 Q1	$64K	Sell	563 -86	-13%	-$12.8K	0.04%	340
2019 Q4	$107K	Buy	+649	New	+$103K	0.05%	312
2019 Q3	–	Sell	-649	Closed	-$101K	–	462
2019 Q2	$101K	Buy	649 +81	+14%	+$12.5K	0.07%	277
2019 Q1	$86K	Hold	568	–	–	0.06%	273
2018 Q4	$76K	Hold	568	–	–	0.07%	253
2018 Q3	$96K	Buy	568 +266	+88%	+$44.9K	0.09%	244
2018 Q2	$49K	Buy	+302	New	+$48.3K	0.04%	332

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Squar Milner Financial Services's IWM Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 563 shares — an estimated $64K sold.

Squar Milner Financial Services first reported a position in IWM in Q2 2018 and held it in 7 quarters. The position peaked at $107K in Q4 2019. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 563 iShares Russell 2000 ETF shares in Q2 2020, an estimated $64K.
Squar Milner Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's iShares Russell 2000 ETF position peaked at $107K in Q4 2019.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.