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BB&T Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

BB&T Investment Services’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 		$73K Buy
480
+33
+7% +$4.96K 0.01% 488
2017
Q3 		$66K Sell
447
-44
-9% -$6.19K 0.01% 466
2017
Q2 		$70K Hold
491
– – 0.02% 399
2017
Q1 		$68K Sell
491
-12,052
-96% -$1.65M 0.03% 320
2016
Q4 		$1.69M Buy
+12,543
New +$1.6M 1.24% 13

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BB&T Investment Services's IWM Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q4 2017, buying an estimated $4.96K and bringing the position to 480 shares worth $73K. The position accounts for 0.01% of the portfolio, ranked #488.

BB&T Investment Services first reported a position in IWM in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2016. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • BB&T Investment Services held 480 shares of iShares Russell 2000 ETF worth $73K as of Q4 2017.
  • BB&T Investment Services bought 33 iShares Russell 2000 ETF shares in Q4 2017, an estimated $4.96K.
  • iShares Russell 2000 ETF made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #488 holding.
  • BB&T Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 5 quarters since.
  • BB&T Investment Services's iShares Russell 2000 ETF position peaked at $1.69M in Q4 2016.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.