W
IWM icon

WealthStone’s iShares Russell 2000 ETF IWM Stock Holding History

WealthStone’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
Q1 		$299K Sell
1,353
-1,014
-43% -$221K 0.1% 160
2020
Q4 		$464K Buy
+2,367
New +$414K 0.16% 87
2019
Q2 		– Hold
0
– – – 137

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthStone's IWM Position: Q1 2021 in Review

WealthStone reduced its iShares Russell 2000 ETF (IWM) stake by 43% in Q1 2021, selling an estimated $221K and leaving 1,353 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #160.

WealthStone first reported a position in IWM in Q4 2020 and has held it in 2 quarters since. The position peaked at $464K in Q4 2020. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

  • WealthStone held 1,353 shares of iShares Russell 2000 ETF worth $299K as of Q1 2021.
  • WealthStone sold 1,014 iShares Russell 2000 ETF shares in Q1 2021, an estimated $221K.
  • iShares Russell 2000 ETF made up 0.1% of WealthStone's portfolio in Q1 2021, its #160 holding.
  • WealthStone first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 2 quarters since.
  • WealthStone's iShares Russell 2000 ETF position peaked at $464K in Q4 2020.
  • 1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.