WAM
IWM icon

Wealthspire Advisors (Maryland)’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthspire Advisors (Maryland)’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 		$17.3M Sell
115,663
-7,226
-6% -$1.09M 0.61% 27
2020
Q2 		$17.6M Sell
122,889
-24,664
-17% -$3.24M 1.26% 19
2020
Q1 		$16.9M Sell
147,553
-59,328
-29% -$8.85M 1.47% 18
2019
Q4 		$34.3M Sell
206,881
-2,115
-1% -$334K 2.3% 10
2019
Q3 		$31.6M Sell
208,996
-343
-0.2% -$52.4K 2.31% 11
2019
Q2 		$32.6M Sell
209,339
-12,640
-6% -$1.95M 2.44% 11
2019
Q1 		$34M Sell
221,979
-3,290
-1% -$494K 2.56% 10
2018
Q4 		$30.2M Buy
225,269
+5,991
+3% +$894K 2.68% 8
2018
Q3 		$37M Buy
219,278
+282
+0.1% +$47.6K 3.05% 7
2018
Q2 		$35.9M Buy
218,996
+172
+0.1% +$27.5K 3.25% 6
2018
Q1 		$33.2M Buy
218,824
+1,346
+0.6% +$208K 3.13% 6
2017
Q4 		$33.2M Buy
217,478
+866
+0.4% +$130K 3.23% 6
2017
Q3 		$32.1M Buy
216,612
+4,846
+2% +$682K 3.5% 5
2017
Q2 		$29.8M Buy
211,766
+7,905
+4% +$1.09M 3.54% 4
2017
Q1 		$28M Sell
203,861
-18,070
-8% -$2.47M 3.99% 3
2016
Q4 		$29.9M Sell
221,931
-9,109
-4% -$1.16M 4.47% 3
2016
Q3 		$28.7M Sell
231,040
-5,895
-2% -$717K 4.47% 3
2016
Q2 		$27.2M Buy
236,935
+8,161
+4% +$921K 4.54% 3
2016
Q1 		$25.3M Buy
228,774
+22,018
+11% +$2.28M 4.47% 3
2015
Q4 		$23.3M Buy
+206,756
New +$23.8M 4.33% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IWM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q3 2020, selling an estimated $1.09M and leaving 115,663 shares worth $17.3M. The position accounts for 0.61% of the portfolio, ranked #27.

Wealthspire Advisors (Maryland) first reported a position in IWM in Q4 2015 and has held it in 20 quarters since. The position peaked at $37M in Q3 2018. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 115,663 shares of iShares Russell 2000 ETF worth $17.3M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 7,226 iShares Russell 2000 ETF shares in Q3 2020, an estimated $1.09M.
  • iShares Russell 2000 ETF made up 0.61% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #27 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares Russell 2000 ETF position peaked at $37M in Q3 2018.
  • 1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.