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

TruWealth 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
2021
Q1 		– Sell
-1,650
Closed -$323K – 113
2020
Q4 		$323K Buy
+1,650
New +$289K 0.05% 81

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

TruWealth Advisors's IWM Position: Q1 2021 in Review

TruWealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 1,650 shares — an estimated $323K sold.

TruWealth Advisors first reported a position in IWM in Q4 2020 and held it in 1 quarter. The position peaked at $323K in Q4 2020. 1,822 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • TruWealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
  • TruWealth Advisors sold 1,650 iShares Russell 2000 ETF shares in Q1 2021, an estimated $323K.
  • TruWealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 1 quarter.
  • TruWealth Advisors's iShares Russell 2000 ETF position peaked at $323K in Q4 2020.
  • 1,822 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on TruWealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.