Steven Check’s iShares Russell 2000 ETF IWM Stock Holding History

Steven Check’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	-3,180	Closed	-$364K	–	42
2020 Q1	$364K	Buy	+3,180	New	+$474K	0.02%	30
2018 Q1	–	Sell	-3,900	Closed	-$595K	–	62
2017 Q4	$595K	Buy	3,900 +1,100	+39%	+$165K	0.03%	39
2017 Q3	$415K	Hold	2,800	–	–	0.02%	43
2017 Q2	$395K	Buy	+2,800	New	+$388K	0.03%	40

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steven Check's IWM Position: Q2 2020 in Review

Steven Check sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 3,180 shares — an estimated $364K sold.

Steven Check first reported a position in IWM in Q2 2017 and held it in 4 quarters. The position peaked at $595K in Q4 2017. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

Steven Check reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
Steven Check sold 3,180 iShares Russell 2000 ETF shares in Q2 2020, an estimated $364K.
Steven Check first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 4 quarters.
Steven Check's iShares Russell 2000 ETF position peaked at $595K in Q4 2017.
1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Check Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.