Vickerman & Driscoll Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$298K	Sell	2,600 -1,367	-34%	-$204K	0.18%	63
2019 Q4	$657K	Sell	3,967 -118	-3%	-$18.6K	0.33%	49
2019 Q3	$618K	Sell	4,085 -18	-0.4%	-$2.75K	0.34%	53
2019 Q2	$638K	Sell	4,103 -77	-2%	-$11.9K	0.35%	52
2019 Q1	$640K	Sell	4,180 -37	-0.9%	-$5.56K	0.36%	52
2018 Q4	$565K	Sell	4,217 -366	-8%	-$54.6K	0.44%	51
2018 Q3	$772K	Sell	4,583 -119	-3%	-$20.1K	0.54%	47
2018 Q2	$770K	Sell	4,702 -190	-4%	-$30.4K	0.56%	46
2018 Q1	$743K	Sell	4,892 -378	-7%	-$58.4K	0.55%	55
2017 Q4	$803K	Buy	+5,270	New	+$792K	0.63%	59

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Vickerman & Driscoll Financial Advisors's IWM Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 34% in Q1 2020, selling an estimated $204K and leaving 2,600 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #63.

Vickerman & Driscoll Financial Advisors first reported a position in IWM in Q4 2017 and has held it in 10 quarters since. The position peaked at $803K in Q4 2017. 1,440 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 2,600 shares of iShares Russell 2000 ETF worth $298K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 1,367 iShares Russell 2000 ETF shares in Q1 2020, an estimated $204K.
iShares Russell 2000 ETF made up 0.18% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #63 holding.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's iShares Russell 2000 ETF position peaked at $803K in Q4 2017.
1,440 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.