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Woodley Farra Manion Portfolio Management’s iShares Russell 2000 ETF IWM Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-2
Closed – – 245
2020
Q2 		$0 Hold
2
– – ﹤0.01% 435
2020
Q1 		$0 Hold
2
– – ﹤0.01% 434
2019
Q4 		$0 Buy
+2
New +$316 ﹤0.01% 408

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IWM Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 2 shares.

Woodley Farra Manion Portfolio Management first reported a position in IWM in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 2 iShares Russell 2000 ETF shares in Q3 2020.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares Russell 2000 ETF position peaked at $0 in Q2 2020.
  • 1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.