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Wilshire Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Wilshire 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
2020
Q4 		– Sell
-26,617
Closed -$3.99M – 24
2020
Q3 		$3.99M Sell
26,617
-1,417
-5% -$213K 4.05% 9
2020
Q2 		$4.01M Sell
28,034
-12,240
-30% -$1.61M 4.22% 8
2020
Q1 		$4.61M Buy
40,274
+7,554
+23% +$1.13M 5.02% 6
2019
Q4 		$5.42M Sell
32,720
-2,140
-6% -$338K 4.81% 6
2019
Q3 		$5.28M Sell
34,860
-596
-2% -$91K 4.71% 6
2019
Q2 		$5.51M Buy
35,456
+7,142
+25% +$1.1M 4.88% 7
2019
Q1 		$4.33M Sell
28,314
-2,486
-8% -$374K 4.06% 11
2018
Q4 		$4.12M Buy
30,800
+3,371
+12% +$503K 4.35% 9
2018
Q3 		$4.62M Buy
27,429
+91
+0.3% +$15.4K 4.37% 9
2018
Q2 		$4.48M Sell
27,338
-1,442
-5% -$231K 4.22% 10
2018
Q1 		$4.37M Sell
28,780
-1,058
-4% -$163K 4.08% 12
2017
Q4 		$4.55M Buy
29,838
+6,504
+28% +$977K 4.24% 12
2017
Q3 		$3.46M Sell
23,334
-263
-1% -$37K 3.06% 14
2017
Q2 		$3.35M Sell
23,597
-216
-0.9% -$29.9K 2.91% 14
2017
Q1 		$3.24M Buy
23,813
+663
+3% +$90.6K 2.56% 13
2016
Q4 		$3.14M Buy
+23,150
New +$2.96M 2.49% 14

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wilshire Advisors's IWM Position: Q4 2020 in Review

Wilshire Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2020, closing a stake of 26,617 shares — an estimated $3.99M sold.

Wilshire Advisors first reported a position in IWM in Q4 2016 and held it in 16 quarters. The position peaked at $5.51M in Q2 2019. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Wilshire Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2020 after selling out during the quarter.
  • Wilshire Advisors sold 26,617 iShares Russell 2000 ETF shares in Q4 2020, an estimated $3.99M.
  • Wilshire Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 16 quarters.
  • Wilshire Advisors's iShares Russell 2000 ETF position peaked at $5.51M in Q2 2019.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Wilshire Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.