United Capital Management of KS’s iShares Russell 2000 ETF IWM Stock Holding History

United Capital Management of KS’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 Q3	–	Sell	-940	Closed	-$216K	–	96
2021 Q2	$216K	Sell	940 -198	-17%	-$44.5K	0.09%	91
2021 Q1	$251K	Buy	1,138 +109	+11%	+$23.8K	0.12%	83
2020 Q4	$202K	Buy	+1,029	New	+$180K	0.09%	89
2020 Q1	–	Sell	-1,377	Closed	-$228K	–	93
2019 Q4	$228K	Sell	1,377 -24	-2%	-$3.79K	0.14%	102
2019 Q3	$209K	Buy	1,401 +261	+23%	+$39.9K	0.15%	103
2019 Q2	$231K	Sell	1,140 -315	-22%	-$48.6K	0.17%	99
2019 Q1	$230K	Buy	+1,455	New	+$219K	0.18%	99
2018 Q4	–	Sell	-1,286	Closed	-$218K	–	110
2018 Q3	$218K	Buy	+1,286	New	+$217K	0.18%	106

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Management of KS's IWM Position: Q3 2021 in Review

United Capital Management of KS sold out of iShares Russell 2000 ETF (IWM) in Q3 2021, closing a stake of 940 shares — an estimated $216K sold.

United Capital Management of KS first reported a position in IWM in Q3 2018 and held it in 8 quarters. The position peaked at $251K in Q1 2021. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

United Capital Management of KS reported no remaining iShares Russell 2000 ETF position as of Q3 2021 after selling out during the quarter.
United Capital Management of KS sold 940 iShares Russell 2000 ETF shares in Q3 2021, an estimated $216K.
United Capital Management of KS first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 8 quarters.
United Capital Management of KS's iShares Russell 2000 ETF position peaked at $251K in Q1 2021.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on United Capital Management of KS's 13F filing for Q3 2021, filed 27 Oct 2021.