Advisor Group’s iShares Russell 2000 ETF IWM Stock Holding History

Advisor Group’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
2019 Q4	$40.6M	Buy	244,999 +13,736	+6%	+$2.17M	0.28%	63
2019 Q3	$35M	Sell	231,263 -7,267	-3%	-$1.11M	0.26%	68
2019 Q2	$37.1M	Sell	238,530 -32,336	-12%	-$4.98M	0.28%	65
2019 Q1	$41.5M	Sell	270,866 -62,952	-19%	-$9.46M	0.34%	57
2018 Q4	$44.7M	Buy	333,818 +21,359	+7%	+$3.19M	0.44%	43
2018 Q3	$52.7M	Buy	312,459 +84,206	+37%	+$14.2M	0.53%	32
2018 Q2	$37.4M	Buy	228,253 +4,911	+2%	+$786K	0.51%	31
2018 Q1	$33.9M	Sell	223,342 -43,926	-16%	-$6.78M	0.47%	35
2017 Q4	$40.8M	Buy	267,268 +71,143	+36%	+$10.7M	0.54%	31
2017 Q3	$29.1M	Buy	196,125 +23,145	+13%	+$3.26M	0.46%	34
2017 Q2	$24.4M	Buy	172,980 +14,007	+9%	+$1.94M	0.43%	38
2017 Q1	$21.9M	Sell	158,973 -150,695	-49%	-$20.6M	0.44%	32
2016 Q4	$41.8M	Buy	309,668 +5,902	+2%	+$754K	0.94%	11
2016 Q3	$37.7M	Buy	303,766 +199,619	+192%	+$24.3M	0.91%	10
2016 Q2	$12M	Buy	+104,147	New	+$11.7M	0.31%	63

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisor Group's IWM Position: Q4 2019 in Review

Advisor Group increased its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q4 2019, buying an estimated $2.17M and bringing the position to 244,999 shares worth $40.6M. The position accounts for 0.28% of the portfolio, ranked #63.

Advisor Group first reported a position in IWM in Q2 2016 and has held it in 15 quarters since. The position peaked at $52.7M in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Advisor Group held 244,999 shares of iShares Russell 2000 ETF worth $40.6M as of Q4 2019.
Advisor Group bought 13,736 iShares Russell 2000 ETF shares in Q4 2019, an estimated $2.17M.
iShares Russell 2000 ETF made up 0.28% of Advisor Group's portfolio in Q4 2019, its #63 holding.
Advisor Group first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Russell 2000 ETF position peaked at $52.7M in Q3 2018.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.