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Willingdon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-125
Closed -$21K – 346
2019
Q4 		$21K Buy
+125
New +$19.8K ﹤0.01% 218
2019
Q2 		– Sell
-100
Closed -$15K – 340
2019
Q1 		$15K Buy
+100
New +$15K ﹤0.01% 229

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Willingdon Wealth Management's IWM Position: Q1 2020 in Review

Willingdon Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 125 shares — an estimated $21K sold.

Willingdon Wealth Management first reported a position in IWM in Q1 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Willingdon Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 125 iShares Russell 2000 ETF shares in Q1 2020, an estimated $21K.
  • Willingdon Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's iShares Russell 2000 ETF position peaked at $21K in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.