Truvvo Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Truvvo Partners’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
2019 Q3	–	Sell	-1,950	Closed	-$303K	–	48
2019 Q2	$303K	Buy	+1,950	New	+$301K	0.17%	40
2019 Q1	–	Sell	-2,115	Closed	-$283K	–	30
2018 Q4	$283K	Hold	2,115	–	–	0.2%	35
2018 Q3	$357K	Hold	2,115	–	–	0.22%	43
2018 Q2	$347K	Hold	2,115	–	–	0.23%	45
2018 Q1	$321K	Hold	2,115	–	–	0.12%	84
2017 Q4	$322K	Sell	2,115 -400	-16%	-$60.1K	0.11%	113
2017 Q3	$373K	Hold	2,515	–	–	0.12%	109
2017 Q2	$354K	Hold	2,515	–	–	0.13%	108
2017 Q1	$346K	Sell	2,515 -290	-10%	-$39.6K	0.16%	102
2016 Q4	$378K	Buy	+2,805	New	+$358K	0.13%	108

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truvvo Partners's IWM Position: Q3 2019 in Review

Truvvo Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 1,950 shares — an estimated $303K sold.

Truvvo Partners first reported a position in IWM in Q4 2016 and held it in 10 quarters. The position peaked at $378K in Q4 2016. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Truvvo Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
Truvvo Partners sold 1,950 iShares Russell 2000 ETF shares in Q3 2019, an estimated $303K.
Truvvo Partners first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 10 quarters.
Truvvo Partners's iShares Russell 2000 ETF position peaked at $378K in Q4 2016.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Truvvo Partners's 13F filing for Q3 2019, filed 8 Nov 2019.