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

Stearns Financial Services 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
2020
Q3 		$1.57M Sell
10,473
-568
-5% -$85.5K 0.25% 39
2020
Q2 		$1.58M Sell
11,041
-1,676
-13% -$220K 0.25% 39
2020
Q1 		$1.46M Buy
12,717
+262
+2% +$39.1K 0.26% 36
2019
Q4 		$2.06M Buy
12,455
+469
+4% +$74.1K 0.34% 35
2019
Q3 		$1.81M Sell
11,986
-2,169
-15% -$331K 0.32% 33
2019
Q2 		$2.2M Sell
14,155
-361
-2% -$55.6K 0.4% 32
2019
Q1 		$2.22M Sell
14,516
-414
-3% -$62.2K 0.42% 34
2018
Q4 		$2M Sell
14,930
-2,894
-16% -$432K 0.41% 35
2018
Q3 		$3M Sell
17,824
-1,130
-6% -$191K 0.68% 26
2018
Q2 		$3.1M Sell
18,954
-92,139
-83% -$14.7M 0.78% 23
2018
Q1 		$16.9M Sell
111,093
-2,078
-2% -$321K 4.13% 6
2017
Q4 		$17.3M Sell
113,171
-291
-0.3% -$43.7K 4.12% 6
2017
Q3 		$16.8M Sell
113,462
-162
-0.1% -$22.8K 4.22% 6
2017
Q2 		$16M Buy
113,624
+2,435
+2% +$337K 3.86% 6
2017
Q1 		$15.3M Buy
111,189
+1,891
+2% +$258K 3.74% 6
2016
Q4 		$14.7M Buy
109,298
+6,768
+7% +$865K 3.83% 6
2016
Q3 		$12.7M Buy
102,530
+4,625
+5% +$562K 3.44% 6
2016
Q2 		$11.3M Buy
97,905
+1,653
+2% +$186K 3.22% 6
2016
Q1 		$10.6M Buy
96,252
+1,741
+2% +$180K 3.16% 6
2015
Q4 		$10.6M Buy
94,511
+3,155
+3% +$364K 3.18% 8
2015
Q3 		$9.98M Buy
91,356
+1,773
+2% +$210K 3.23% 7
2015
Q2 		$11.2M Buy
89,583
+4,447
+5% +$556K 3.39% 8
2015
Q1 		$10.6M Buy
85,136
+4,276
+5% +$515K 3.26% 8
2014
Q4 		$9.67M Buy
80,860
+5,156
+7% +$590K 3.12% 8
2014
Q3 		$8.28M Buy
75,704
+2,428
+3% +$278K 2.93% 7
2014
Q2 		$8.71M Sell
73,276
-1,799
-2% -$204K 3.19% 6
2014
Q1 		$8.73M Buy
75,075
+133
+0.2% +$15.3K 3.35% 6
2013
Q4 		$8.64M Buy
74,942
+3,630
+5% +$401K 3.36% 6
2013
Q3 		$7.6M Buy
71,312
+1,464
+2% +$151K 3.32% 7
2013
Q2 		$6.78M Buy
+69,848
New +$6.67M 3.04% 7

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stearns Financial Services Group's IWM Position: Q3 2020 in Review

Stearns Financial Services Group reduced its iShares Russell 2000 ETF (IWM) stake by 5.1% in Q3 2020, selling an estimated $85.5K and leaving 10,473 shares worth $1.57M. The position accounts for 0.25% of the portfolio, ranked #39.

Stearns Financial Services Group first reported a position in IWM in Q2 2013 and has held it in 30 quarters since. The position peaked at $17.3M in Q4 2017. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Stearns Financial Services Group held 10,473 shares of iShares Russell 2000 ETF worth $1.57M as of Q3 2020.
  • Stearns Financial Services Group sold 568 iShares Russell 2000 ETF shares in Q3 2020, an estimated $85.5K.
  • iShares Russell 2000 ETF made up 0.25% of Stearns Financial Services Group's portfolio in Q3 2020, its #39 holding.
  • Stearns Financial Services Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 30 quarters since.
  • Stearns Financial Services Group's iShares Russell 2000 ETF position peaked at $17.3M in Q4 2017.
  • 1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.