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Bahl & Gaynor’s iShares Russell 2000 ETF IWM Stock Holding History

Bahl & Gaynor’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
2018
Q2 		– Sell
-8,199
Closed -$1.25M – 378
2018
Q1 		$1.25M Sell
8,199
-5,309
-39% -$820K 0.01% 257
2017
Q4 		$2.06M Buy
13,508
+5,202
+63% +$781K 0.02% 211
2017
Q3 		$1.23M Sell
8,306
-2,225
-21% -$313K 0.01% 245
2017
Q2 		$1.48M Buy
10,531
+1,513
+17% +$209K 0.02% 217
2017
Q1 		$1.24M Sell
9,018
-106
-1% -$14.5K 0.01% 226
2016
Q4 		$1.23M Sell
9,124
-106
-1% -$13.5K 0.02% 221
2016
Q3 		$1.15M Sell
9,230
-994
-10% -$121K 0.01% 222
2016
Q2 		$1.18M Buy
10,224
+15
+0.1% +$1.69K 0.02% 212
2016
Q1 		$1.13M Buy
10,209
+2,218
+28% +$230K 0.02% 210
2015
Q4 		$900K Sell
7,991
-1,194
-13% -$138K 0.01% 239
2015
Q3 		$1M Buy
9,185
+177
+2% +$21K 0.01% 223
2015
Q2 		$1.13M Buy
9,008
+1,231
+16% +$154K 0.02% 220
2015
Q1 		$967K Buy
7,777
+251
+3% +$30.3K 0.01% 223
2014
Q4 		$900K Sell
7,526
-100
-1% -$11.4K 0.01% 226
2014
Q3 		$834K Buy
7,626
+272
+4% +$31.1K 0.01% 232
2014
Q2 		$874K Buy
7,354
+12
+0.2% +$1.36K 0.01% 223
2014
Q1 		$854K Buy
7,342
+1,188
+19% +$137K 0.01% 216
2013
Q4 		$710K Buy
6,154
+103
+2% +$11.4K 0.01% 225
2013
Q3 		$645K Buy
6,051
+659
+12% +$68.2K 0.01% 221
2013
Q2 		$523K Buy
+5,392
New +$515K 0.01% 226

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bahl & Gaynor's IWM Position: Q2 2018 in Review

Bahl & Gaynor sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 8,199 shares — an estimated $1.25M sold.

Bahl & Gaynor first reported a position in IWM in Q2 2013 and held it in 20 quarters. The position peaked at $2.06M in Q4 2017. 1,268 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

  • Bahl & Gaynor reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 8,199 iShares Russell 2000 ETF shares in Q2 2018, an estimated $1.25M.
  • Bahl & Gaynor first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 20 quarters.
  • Bahl & Gaynor's iShares Russell 2000 ETF position peaked at $2.06M in Q4 2017.
  • 1,268 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Bahl & Gaynor's 13F filing for Q2 2018, filed 14 Aug 2018.