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Symons Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Symons Capital 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
Q2 		– Sell
-1,890
Closed -$216K – 90
2020
Q1 		$216K Buy
+1,890
New +$282K 0.13% 65

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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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Symons Capital Management's IWM Position: Q2 2020 in Review

Symons Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2020, closing a stake of 1,890 shares — an estimated $216K sold.

Symons Capital Management first reported a position in IWM in Q1 2020 and held it in 1 quarter. The position peaked at $216K in Q1 2020. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Symons Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2020 after selling out during the quarter.
  • Symons Capital Management sold 1,890 iShares Russell 2000 ETF shares in Q2 2020, an estimated $216K.
  • Symons Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 1 quarter.
  • Symons Capital Management's iShares Russell 2000 ETF position peaked at $216K in Q1 2020.
  • 1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Symons Capital Management's 13F filing for Q2 2020, filed 31 Jul 2020.