Vontobel Swiss Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Vontobel Swiss Wealth 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 Q3	–	Sell	-5,800	Closed	-$830K	–	73
2020 Q2	$830K	Hold	5,800	–	–	0.55%	41
2020 Q1	$664K	Hold	5,800	–	–	0.51%	44
2019 Q4	$961K	Hold	5,800	–	–	0.63%	44
2019 Q3	$878K	Sell	5,800 -1,025	-15%	-$157K	0.57%	53
2019 Q2	$1.06M	Buy	+6,825	New	+$1.05M	0.57%	58
2019 Q1	–	Sell	-2,275	Closed	-$305K	–	74
2018 Q4	$305K	Hold	2,275	–	–	0.23%	54
2018 Q3	$384K	Hold	2,275	–	–	0.22%	53
2018 Q2	$373K	Sell	2,275 -175	-7%	-$28K	0.21%	55
2018 Q1	$372K	Buy	2,450 +500	+26%	+$77.2K	0.2%	59
2017 Q4	$297K	Buy	+1,950	New	+$293K	0.17%	64

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Vontobel Swiss Wealth Advisors's IWM Position: Q3 2020 in Review

Vontobel Swiss Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 5,800 shares — an estimated $830K sold.

Vontobel Swiss Wealth Advisors first reported a position in IWM in Q4 2017 and held it in 10 quarters. The position peaked at $1.06M in Q2 2019. 1,480 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Vontobel Swiss Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 5,800 iShares Russell 2000 ETF shares in Q3 2020, an estimated $830K.
Vontobel Swiss Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 10 quarters.
Vontobel Swiss Wealth Advisors's iShares Russell 2000 ETF position peaked at $1.06M in Q2 2019.
1,480 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.