Stewardship Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Stewardship Financial Advisors’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 Q1	$29K	Hold	132	–	–	0.01%	77
2020 Q4	$26K	Hold	132	–	–	0.01%	81
2020 Q3	$20K	Hold	132	–	–	0.01%	70
2020 Q2	$19K	Hold	132	–	–	0.01%	65
2020 Q1	$15K	Hold	132	–	–	0.01%	52
2019 Q4	$22K	Hold	132	–	–	0.01%	78
2019 Q3	$20K	Hold	132	–	–	0.01%	64
2019 Q2	$21K	Hold	132	–	–	0.01%	60
2019 Q1	$20K	Sell	132 -52	-28%	-$7.81K	0.01%	61
2018 Q4	$25K	Sell	184 -41	-18%	-$6.12K	0.01%	54
2018 Q3	$38K	Buy	+225	New	+$38K	0.02%	60

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stewardship Financial Advisors's IWM Position: Q1 2021 in Review

Stewardship Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q1 2021 at 132 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #77.

Stewardship Financial Advisors first reported a position in IWM in Q3 2018 and has held it in 11 quarters since. The position peaked at $38K in Q3 2018. 1,820 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Stewardship Financial Advisors held 132 shares of iShares Russell 2000 ETF worth $29K as of Q1 2021.
Stewardship Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q1 2021.
iShares Russell 2000 ETF made up 0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #77 holding.
Stewardship Financial Advisors first reported a position in iShares Russell 2000 ETF in Q3 2018 and has held it in 11 quarters since.
Stewardship Financial Advisors's iShares Russell 2000 ETF position peaked at $38K in Q3 2018.
1,820 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.