Alpine Group USVI’s iShares Russell 2000 ETF IWM Stock Holding History

Alpine Group USVI’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 Q3	$2.51M	Sell	16,604 -8,375	-34%	-$1.28M	10.75%	4
2019 Q2	$3.88M	Sell	24,979 -8,521	-25%	-$1.31M	12.23%	4
2019 Q1	$5.13M	Buy	+33,500	New	+$5.03M	14.11%	3
2017 Q2	$6.65M	Buy	+47,220	New	+$6.54M	2.06%	13

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Alpine Group USVI's IWM Position: Q3 2019 in Review

Alpine Group USVI reduced its iShares Russell 2000 ETF (IWM) stake by 34% in Q3 2019, selling an estimated $1.28M and leaving 16,604 shares worth $2.51M. The position accounts for 10.75% of the portfolio, ranked #4.

Alpine Group USVI first reported a position in IWM in Q2 2017 and has held it in 4 quarters since. The position peaked at $6.65M in Q2 2017. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Alpine Group USVI held 16,604 shares of iShares Russell 2000 ETF worth $2.51M as of Q3 2019.
Alpine Group USVI sold 8,375 iShares Russell 2000 ETF shares in Q3 2019, an estimated $1.28M.
iShares Russell 2000 ETF made up 10.75% of Alpine Group USVI's portfolio in Q3 2019, its #4 holding.
Alpine Group USVI first reported a position in iShares Russell 2000 ETF in Q2 2017 and has held it in 4 quarters since.
Alpine Group USVI's iShares Russell 2000 ETF position peaked at $6.65M in Q2 2017.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Alpine Group USVI's 13F filing for Q3 2019, filed 11 Oct 2019.