WFA
IWM icon

Wells Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wells 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
2021
Q2 		– Sell
-1,768
Closed -$391K – 62
2021
Q1 		$391K Sell
1,768
-92
-5% -$20.1K 0.35% 33
2020
Q4 		$365K Buy
+1,860
New +$325K 0.31% 29

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Financial Advisors's IWM Position: Q2 2021 in Review

Wells Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 1,768 shares — an estimated $391K sold.

Wells Financial Advisors first reported a position in IWM in Q4 2020 and held it in 2 quarters. The position peaked at $391K in Q1 2021. 1,824 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Wells Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Wells Financial Advisors sold 1,768 iShares Russell 2000 ETF shares in Q2 2021, an estimated $391K.
  • Wells Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 2 quarters.
  • Wells Financial Advisors's iShares Russell 2000 ETF position peaked at $391K in Q1 2021.
  • 1,824 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

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