Baker Boyer National Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Baker Boyer National Bank’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 Q1	$503K	Hold	3,316	–	–	1.52%	20
2017 Q4	$506K	Hold	3,316	–	–	1.52%	22
2017 Q3	$491K	Buy	+3,316	New	+$467K	1.62%	21

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Baker Boyer National Bank's IWM Position: Q1 2018 in Review

Baker Boyer National Bank held its iShares Russell 2000 ETF (IWM) position steady in Q1 2018 at 3,316 shares worth $503K. The position accounts for 1.52% of the portfolio, ranked #20.

Baker Boyer National Bank first reported a position in IWM in Q3 2017 and has held it in 3 quarters since. The position peaked at $506K in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Baker Boyer National Bank held 3,316 shares of iShares Russell 2000 ETF worth $503K as of Q1 2018.
Baker Boyer National Bank left its iShares Russell 2000 ETF share count unchanged in Q1 2018.
iShares Russell 2000 ETF made up 1.52% of Baker Boyer National Bank's portfolio in Q1 2018, its #20 holding.
Baker Boyer National Bank first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 3 quarters since.
Baker Boyer National Bank's iShares Russell 2000 ETF position peaked at $506K in Q4 2017.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Baker Boyer National Bank's 13F filing for Q1 2018, filed 19 Apr 2018.