Alta Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Alta Capital 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
2017 Q4	–	Sell	-1,422	Closed	-$210K	–	77
2017 Q3	$210K	Hold	1,422	–	–	0.01%	81
2017 Q2	$200K	Sell	1,422 -34	-2%	-$4.71K	0.01%	85
2017 Q1	$200K	Sell	1,456 -470	-24%	-$64.2K	0.01%	85
2016 Q4	$259K	Hold	1,926	–	–	0.02%	80
2016 Q3	$239K	Hold	1,926	–	–	0.01%	86
2016 Q2	$221K	Sell	1,926 -92	-5%	-$10.4K	0.01%	87
2016 Q1	$223K	Buy	+2,018	New	+$209K	0.01%	101

Other funds holding IWM

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

BlackRock New York $6.73T AUM 46.02% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Alta Capital Management's IWM Position: Q4 2017 in Review

Alta Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 1,422 shares — an estimated $210K sold.

Alta Capital Management first reported a position in IWM in Q1 2016 and held it in 7 quarters. The position peaked at $259K in Q4 2016. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Alta Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
Alta Capital Management sold 1,422 iShares Russell 2000 ETF shares in Q4 2017, an estimated $210K.
Alta Capital Management first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 7 quarters.
Alta Capital Management's iShares Russell 2000 ETF position peaked at $259K in Q4 2016.
1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Alta Capital Management's 13F filing for Q4 2017, filed 18 Jan 2018.