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

SVA 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 Q4	$443K	Buy	2,260 +641	+40%	+$112K	0.04%	174
2020 Q3	$243K	Hold	1,619	–	–	0.02%	187
2020 Q2	$232K	Buy	+1,619	New	+$212K	0.02%	184
2020 Q1	–	Sell	-1,425	Closed	-$236K	–	201
2019 Q4	$236K	Hold	1,425	–	–	0.02%	193
2019 Q3	$216K	Hold	1,425	–	–	0.02%	192
2019 Q2	$222K	Hold	1,425	–	–	0.02%	198
2019 Q1	$218K	Buy	+1,425	New	+$214K	0.02%	198
2018 Q4	–	Sell	-3,785	Closed	-$638K	–	211
2018 Q3	$638K	Hold	3,785	–	–	0.06%	143
2018 Q2	$620K	Hold	3,785	–	–	0.07%	141
2018 Q1	$561K	Hold	3,785	–	–	0.07%	135
2017 Q4	$577K	Hold	3,785	–	–	0.07%	140
2017 Q3	$561K	Buy	+3,785	New	+$533K	0.07%	135

Other funds holding IWM

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

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

BlackRock New York $5.72T AUM 30.48% 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

Citigroup New York $235B AUM 32.99% 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

SVA Wealth Management's IWM Position: Q4 2020 in Review

SVA Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 40% in Q4 2020, buying an estimated $112K and bringing the position to 2,260 shares worth $443K. The position accounts for 0.04% of the portfolio, ranked #174.

SVA Wealth Management first reported a position in IWM in Q3 2017 and has held it in 12 quarters since. The position peaked at $638K in Q3 2018. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

SVA Wealth Management held 2,260 shares of iShares Russell 2000 ETF worth $443K as of Q4 2020.
SVA Wealth Management bought 641 iShares Russell 2000 ETF shares in Q4 2020, an estimated $112K.
iShares Russell 2000 ETF made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #174 holding.
SVA Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 12 quarters since.
SVA Wealth Management's iShares Russell 2000 ETF position peaked at $638K in Q3 2018.
1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.