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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
2016
Q2 		– Sell
-2,000
Closed -$221K – 1231
2016
Q1 		$221K Buy
+2,000
New +$207K ﹤0.01% 1052

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.