Wealthstreet Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthstreet Investment 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	-7,067	Closed	-$1.56M	–	209
2021 Q1	$1.56M	Sell	7,067 -1,065	-13%	-$233K	0.15%	135
2020 Q4	$1.59M	Buy	+8,132	New	+$1.42M	0.16%	130
2020 Q3	–	Sell	-3,603	Closed	-$516K	–	344
2020 Q2	$516K	Sell	3,603 -25	-0.7%	-$3.28K	0.06%	207
2020 Q1	$415K	Sell	3,628 -40	-1%	-$5.96K	0.06%	211
2019 Q4	$608K	Buy	3,668 +770	+27%	+$122K	0.07%	212
2019 Q3	$455K	Sell	2,898 -300	-9%	-$45.8K	0.06%	232
2019 Q2	$497K	Sell	3,198 -188	-6%	-$29K	0.06%	225
2019 Q1	$519K	Buy	3,386 +148	+5%	+$22.2K	0.07%	221
2018 Q4	$475K	Buy	3,238 +500	+18%	+$74.6K	0.07%	222
2018 Q3	$461K	Buy	2,738 +1,190	+77%	+$201K	0.06%	246
2018 Q2	$254K	Buy	+1,548	New	+$248K	0.03%	304

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

Wealthstreet Investment Advisors's IWM Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 7,067 shares — an estimated $1.56M sold.

Wealthstreet Investment Advisors first reported a position in IWM in Q2 2018 and held it in 11 quarters. The position peaked at $1.59M in Q4 2020. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,067 iShares Russell 2000 ETF shares in Q2 2021, an estimated $1.56M.
Wealthstreet Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 11 quarters.
Wealthstreet Investment Advisors's iShares Russell 2000 ETF position peaked at $1.59M in Q4 2020.
1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.