Sunflower Bank Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sunflower Bank Wealth Management’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	$5.08M	Sell	33,935 -9,082	-21%	-$1.37M	1.7%	11
2020 Q2	$6.16M	Buy	43,017 +35,525	+474%	+$4.66M	2.07%	11
2020 Q1	$858K	Hold	7,492	–	–	0.33%	48
2019 Q4	$1.24M	Sell	7,492 -11	-0.1%	-$1.74K	0.38%	39
2019 Q3	$1.14M	Sell	7,503 -114	-1%	-$17.4K	0.36%	44
2019 Q2	$1.18M	Buy	7,617 +30	+0.4%	+$4.62K	0.38%	39
2019 Q1	$1.16M	Sell	7,587 -1,700	-18%	-$255K	0.35%	39
2018 Q4	$1.24M	Sell	9,287 -7,932	-46%	-$1.18M	0.4%	39
2018 Q3	$2.9M	Sell	17,219 -37,450	-69%	-$6.32M	0.82%	24
2018 Q2	$8.95M	Buy	54,669 +47,872	+704%	+$7.66M	2.62%	8
2018 Q1	$1.03M	Hold	6,797	–	–	0.29%	53
2017 Q4	$1.04M	Buy	+6,797	New	+$1.02M	0.28%	54
2015 Q1	–	Sell	-2,160	Closed	-$258K	–	98
2014 Q4	$258K	Hold	2,160	–	–	0.08%	87
2014 Q3	$236K	Sell	2,160 -35	-2%	-$4K	0.08%	89
2014 Q2	$261K	Hold	2,195	–	–	0.11%	86
2014 Q1	$256K	Hold	2,195	–	–	0.12%	84
2013 Q4	$253K	Sell	2,195 -300	-12%	-$33.1K	0.13%	79
2013 Q3	$266K	Buy	2,495 +195	+8%	+$20.2K	0.14%	75
2013 Q2	$224K	Buy	+2,300	New	+$220K	0.12%	79

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 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

Sunflower Bank Wealth Management's IWM Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q3 2020, selling an estimated $1.37M and leaving 33,935 shares worth $5.08M. The position accounts for 1.7% of the portfolio, ranked #11.

Sunflower Bank Wealth Management first reported a position in IWM in Q2 2013 and has held it in 19 quarters since. The position peaked at $8.95M in Q2 2018. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Sunflower Bank Wealth Management held 33,935 shares of iShares Russell 2000 ETF worth $5.08M as of Q3 2020.
Sunflower Bank Wealth Management sold 9,082 iShares Russell 2000 ETF shares in Q3 2020, an estimated $1.37M.
iShares Russell 2000 ETF made up 1.7% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #11 holding.
Sunflower Bank Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 19 quarters since.
Sunflower Bank Wealth Management's iShares Russell 2000 ETF position peaked at $8.95M in Q2 2018.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.