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

Tanglewood 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
2021
Q1 		– Sell
-55,923
Closed -$11M – 22
2020
Q4 		$11M Buy
+55,923
New +$9.79M 2.31% 10
2017
Q1 		– Sell
-122,754
Closed -$16.6M – 13
2016
Q4 		$16.6M Buy
122,754
+102,060
+493% +$13M 5.7% 9
2016
Q3 		$2.57M Buy
+20,694
New +$2.52M 0.92% 11

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tanglewood Wealth Management's IWM Position: Q1 2021 in Review

Tanglewood Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 55,923 shares — an estimated $11M sold.

Tanglewood Wealth Management first reported a position in IWM in Q3 2016 and held it in 3 quarters. The position peaked at $16.6M in Q4 2016. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • Tanglewood Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • Tanglewood Wealth Management sold 55,923 iShares Russell 2000 ETF shares in Q1 2021, an estimated $11M.
  • Tanglewood Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 3 quarters.
  • Tanglewood Wealth Management's iShares Russell 2000 ETF position peaked at $16.6M in Q4 2016.
  • 1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Tanglewood Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.