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

BB&T Securities’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
Q3 		$33.9M Sell
224,074
-20,492
-8% -$3.13M 0.31% 87
2019
Q2 		$38M Buy
244,566
+5,932
+2% +$914K 0.35% 77
2019
Q1 		$36.5M Buy
238,634
+7,219
+3% +$1.08M 0.35% 74
2018
Q4 		$31M Buy
231,415
+23,370
+11% +$3.49M 0.34% 77
2018
Q3 		$35.1M Buy
208,045
+28,012
+16% +$4.73M 0.35% 73
2018
Q2 		$29.5M Sell
180,033
-18,738
-9% -$3M 0.31% 80
2018
Q1 		$30.2M Buy
198,771
+19,669
+11% +$3.04M 0.34% 70
2017
Q4 		$27.3M Buy
179,102
+11,223
+7% +$1.69M 0.35% 64
2017
Q3 		$24.9M Sell
167,879
-349
-0.2% -$49.1K 0.34% 68
2017
Q2 		$23.7M Sell
168,228
-54,828
-25% -$7.59M 0.34% 65
2017
Q1 		$30.7M Buy
223,056
+73,458
+49% +$10M 0.42% 69
2016
Q4 		$18.6M Hold
149,598
– – 0.27% 100
2016
Q3 		$18.6M Buy
149,598
+26,859
+22% +$3.26M 0.28% 97
2016
Q2 		$14.1M Buy
122,739
+24,078
+24% +$2.72M 0.22% 117
2016
Q1 		$10.9M Buy
98,661
+33,583
+52% +$3.48M 0.18% 137
2015
Q4 		$7.33M Buy
65,078
+4,003
+7% +$462K 0.15% 146
2015
Q3 		$6.67M Sell
61,075
-17,571
-22% -$2.08M 0.15% 135
2015
Q2 		$9.82M Buy
78,646
+6,113
+8% +$764K 0.21% 101
2015
Q1 		$9.02M Buy
72,533
+47,643
+191% +$5.74M 0.2% 110
2014
Q4 		$2.98M Buy
24,890
+2,987
+14% +$342K 0.07% 251
2014
Q3 		$2.4M Buy
21,903
+3,736
+21% +$427K 0.06% 274
2014
Q2 		$2.16M Buy
18,167
+13,151
+262% +$1.49M 0.05% 287
2014
Q1 		$584K Sell
5,016
-943
-16% -$109K 0.02% 554
2013
Q4 		$687K Buy
5,959
+910
+18% +$101K 0.02% 474
2013
Q3 		$538K Buy
5,049
+2,412
+91% +$250K 0.02% 504
2013
Q2 		$256K Buy
+2,637
New +$252K 0.01% 684

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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

BB&T Securities's IWM Position: Q3 2019 in Review

BB&T Securities reduced its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q3 2019, selling an estimated $3.13M and leaving 224,074 shares worth $33.9M. The position accounts for 0.31% of the portfolio, ranked #87.

BB&T Securities first reported a position in IWM in Q2 2013 and has held it in 26 quarters since. The position peaked at $38M in Q2 2019. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • BB&T Securities held 224,074 shares of iShares Russell 2000 ETF worth $33.9M as of Q3 2019.
  • BB&T Securities sold 20,492 iShares Russell 2000 ETF shares in Q3 2019, an estimated $3.13M.
  • iShares Russell 2000 ETF made up 0.31% of BB&T Securities's portfolio in Q3 2019, its #87 holding.
  • BB&T Securities first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 26 quarters since.
  • BB&T Securities's iShares Russell 2000 ETF position peaked at $38M in Q2 2019.
  • 1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.