TCG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

TCG Advisors’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	–	Sell	-5,666	Closed	-$811K	–	63
2020 Q2	$811K	Buy	+5,666	New	+$743K	0.45%	68

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

TCG Advisors's IWM Position: Q3 2020 in Review

TCG Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 5,666 shares — an estimated $811K sold.

TCG Advisors first reported a position in IWM in Q2 2020 and held it in 1 quarter. The position peaked at $811K in Q2 2020. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

TCG Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
TCG Advisors sold 5,666 iShares Russell 2000 ETF shares in Q3 2020, an estimated $811K.
TCG Advisors first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 1 quarter.
TCG Advisors's iShares Russell 2000 ETF position peaked at $811K in Q2 2020.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.