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Stralem & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Stralem & Co’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 		$56K Sell
390
-241
-38% -$31.6K 0.04% 53
2020
Q1 		$72K Buy
+631
New +$94.1K 0.05% 46

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stralem & Co's IWM Position: Q2 2020 in Review

Stralem & Co reduced its iShares Russell 2000 ETF (IWM) stake by 38% in Q2 2020, selling an estimated $31.6K and leaving 390 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #53.

Stralem & Co first reported a position in IWM in Q1 2020 and has held it in 2 quarters since. The position peaked at $72K in Q1 2020. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Stralem & Co held 390 shares of iShares Russell 2000 ETF worth $56K as of Q2 2020.
  • Stralem & Co sold 241 iShares Russell 2000 ETF shares in Q2 2020, an estimated $31.6K.
  • iShares Russell 2000 ETF made up 0.04% of Stralem & Co's portfolio in Q2 2020, its #53 holding.
  • Stralem & Co first reported a position in iShares Russell 2000 ETF in Q1 2020 and has held it in 2 quarters since.
  • Stralem & Co's iShares Russell 2000 ETF position peaked at $72K in Q1 2020.
  • 1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.