AT Bancorp’s iShares Russell 2000 ETF IWM Stock Holding History

AT Bancorp’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 Q1	$1.24M	Sell	8,110 -3,674	-31%	-$552K	0.15%	81
2018 Q4	$1.58M	Hold	11,784	–	–	0.21%	62
2018 Q3	$2.02M	Buy	11,784 +344	+3%	+$58.1K	0.22%	61
2018 Q2	$1.87M	Buy	11,440 +1,547	+16%	+$247K	0.21%	67
2018 Q1	$1.5M	Buy	9,893 +360	+4%	+$55.6K	0.16%	78
2017 Q4	$1.45M	Buy	9,533 +830	+10%	+$125K	0.16%	82
2017 Q3	$1.29M	Hold	8,703	–	–	0.15%	85
2017 Q2	$1.23M	Hold	8,703	–	–	0.14%	81
2017 Q1	$1.2M	Buy	8,703 +1,283	+17%	+$175K	0.15%	120
2016 Q4	$1M	Hold	7,420	–	–	0.13%	135
2016 Q3	$922K	Buy	7,420 +1,651	+29%	+$201K	0.13%	157
2016 Q2	$664K	Hold	5,769	–	–	0.1%	160
2016 Q1	$638K	Hold	5,769	–	–	0.1%	155
2015 Q4	$650K	Sell	5,769 -246	-4%	-$28.4K	0.18%	119
2015 Q3	$657K	Hold	6,015	–	–	0.19%	113
2015 Q2	$752K	Sell	6,015 -81	-1%	-$10.1K	0.19%	117
2015 Q1	$759K	Buy	6,096 +22	+0.4%	+$2.65K	0.21%	118
2014 Q4	$726K	Buy	6,074 +1,417	+30%	+$162K	0.22%	110
2014 Q3	$509K	Buy	4,657 +808	+21%	+$92.4K	0.15%	133
2014 Q2	$457K	Buy	+3,849	New	+$437K	0.14%	131

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AT Bancorp's IWM Position: Q1 2019 in Review

AT Bancorp reduced its iShares Russell 2000 ETF (IWM) stake by 31% in Q1 2019, selling an estimated $552K and leaving 8,110 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #81.

AT Bancorp first reported a position in IWM in Q2 2014 and has held it in 20 quarters since. The position peaked at $2.02M in Q3 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

AT Bancorp held 8,110 shares of iShares Russell 2000 ETF worth $1.24M as of Q1 2019.
AT Bancorp sold 3,674 iShares Russell 2000 ETF shares in Q1 2019, an estimated $552K.
iShares Russell 2000 ETF made up 0.15% of AT Bancorp's portfolio in Q1 2019, its #81 holding.
AT Bancorp first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 20 quarters since.
AT Bancorp's iShares Russell 2000 ETF position peaked at $2.02M in Q3 2018.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on AT Bancorp's 13F filing for Q1 2019, filed 13 May 2019.