US Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

US Financial 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 Q2	–	Sell	-2,231	Closed	-$493K	–	104
2021 Q1	$493K	Buy	+2,231	New	+$487K	0.14%	81
2016 Q2	–	Sell	-446	Closed	-$49K	–	210
2016 Q1	$49K	Sell	446 -512	-53%	-$53K	0.09%	92
2015 Q4	$108K	Buy	958 +311	+48%	+$35.9K	0.1%	87
2015 Q3	$71K	Buy	647 +19	+3%	+$2.25K	0.12%	87
2015 Q2	$78K	Buy	628 +178	+40%	+$22.2K	0.07%	81
2015 Q1	$56K	Buy	450 +64	+17%	+$7.71K	0.05%	103
2014 Q4	$46K	Buy	+386	New	+$44.1K	0.04%	113

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

US Financial Advisors's IWM Position: Q2 2021 in Review

US Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 2,231 shares — an estimated $493K sold.

US Financial Advisors first reported a position in IWM in Q4 2014 and held it in 7 quarters. The position peaked at $493K in Q1 2021. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

US Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 2,231 iShares Russell 2000 ETF shares in Q2 2021, an estimated $493K.
US Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 7 quarters.
US Financial Advisors's iShares Russell 2000 ETF position peaked at $493K in Q1 2021.
1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.