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Symphony Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Symphony Asset 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 		$4.29M Buy
+30,000
New +$3.94M 1.39% 27
2014
Q1 		– Sell
-35,000
Closed -$4.04M – 440
2013
Q4 		$4.04M Buy
+35,000
New +$3.87M 0.3% 62

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 $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

Symphony Asset Management's IWM Position: Q1 2020 in Review

Symphony Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,803 shares — an estimated $299K sold.

Symphony Asset Management first reported a position in IWM in Q4 2018 and held it in 2 quarters. The position peaked at $505K in Q4 2018. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Symphony Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Symphony Asset Management sold 1,803 iShares Russell 2000 ETF shares in Q1 2020, an estimated $299K.
  • Symphony Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 2 quarters.
  • Symphony Asset Management's iShares Russell 2000 ETF position peaked at $505K in Q4 2018.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Symphony Asset Management's 13F filing for Q1 2020, filed 12 May 2020.