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Winslow Evans & Crocker’s iShares Russell 2000 ETF IWM Stock Holding History

Winslow Evans & Crocker’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 		$178K Buy
909
+862
+1,834% +$151K 0.03% 348
2020
Q3 		$7K Hold
47
– – ﹤0.01% 812
2020
Q2 		$7K Sell
47
-1
-2% -$131 ﹤0.01% 804
2020
Q1 		$6K Hold
48
– – ﹤0.01% 816
2019
Q4 		$8K Hold
48
– – ﹤0.01% 872
2019
Q3 		$8K Hold
48
– – ﹤0.01% 864
2019
Q2 		$8K Hold
48
– – ﹤0.01% 880
2019
Q1 		$8K Hold
48
– – ﹤0.01% 869
2018
Q4 		$8K Hold
48
– – ﹤0.01% 815
2018
Q3 		$8K Hold
48
– – ﹤0.01% 839
2018
Q2 		$8K Hold
48
– – ﹤0.01% 846
2018
Q1 		$7.14K Hold
48
– – ﹤0.01% 851
2017
Q4 		$7.17K Hold
48
– – ﹤0.01% 870
2017
Q3 		$6.97K Sell
48
-74
-61% -$10.4K ﹤0.01% 881
2017
Q2 		$17.2K Hold
122
– – ﹤0.01% 780
2017
Q1 		$16.8K Hold
122
– – 0.01% 770
2016
Q4 		$16.5K Hold
122
– – 0.01% 768
2016
Q3 		$15.2K Hold
122
– – ﹤0.01% 803
2016
Q2 		$14K Sell
122
-15
-11% -$1.69K ﹤0.01% 793
2016
Q1 		$15.2K Sell
137
-1
-0.7% -$104 ﹤0.01% 772
2015
Q4 		$15.4K Hold
138
– – ﹤0.01% 807
2015
Q3 		$15K Sell
138
-424
-75% -$50.3K ﹤0.01% 793
2015
Q2 		$70.2K Buy
562
+440
+361% +$55K 0.02% 489
2015
Q1 		$15.2K Hold
122
– – ﹤0.01% 795
2014
Q4 		$14.6K Buy
122
+46
+61% +$5.26K ﹤0.01% 804
2014
Q3 		$8.2K Buy
76
+1
+1% +$114 ﹤0.01% 936
2014
Q2 		$8.91K Hold
75
– – ﹤0.01% 873
2014
Q1 		$8.73K Hold
75
– – ﹤0.01% 881
2013
Q4 		$9K Buy
+75
New +$8.28K ﹤0.01% 941

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

Winslow Evans & Crocker's IWM Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares Russell 2000 ETF (IWM) stake by 1,834% in Q4 2020, buying an estimated $151K and bringing the position to 909 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #348.

Winslow Evans & Crocker first reported a position in IWM in Q4 2013 and has held it in 29 quarters since. 1,749 funds tracked by Wall St. Rank hold IWM as of Q4 2020.

  • Winslow Evans & Crocker held 909 shares of iShares Russell 2000 ETF worth $178K as of Q4 2020.
  • Winslow Evans & Crocker bought 862 iShares Russell 2000 ETF shares in Q4 2020, an estimated $151K.
  • iShares Russell 2000 ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #348 holding.
  • Winslow Evans & Crocker first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 29 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.