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

Urban 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
2020 Q4	$1.51M	Buy	+7,720	New	+$1.35M	1.26%	18

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Urban Wealth Management's IWM Position: Q4 2020 in Review

Urban Wealth Management opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2020: 7,720 shares worth $1.51M. The stake represents 1.26% of the portfolio and ranks #18 among its holdings.

1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

Urban Wealth Management held 7,720 shares of iShares Russell 2000 ETF worth $1.51M as of Q4 2020.
iShares Russell 2000 ETF was a new Urban Wealth Management position in Q4 2020.
iShares Russell 2000 ETF made up 1.26% of Urban Wealth Management's portfolio in Q4 2020, its #18 holding.
1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.