Beck Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Beck Capital Management’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	–	Sell	-23,928	Closed	-$3.55M	–	121
2017 Q3	$3.55M	Sell	23,928 -19,054	-44%	-$2.68M	1.69%	26
2017 Q2	$6.06M	Sell	42,982 -1,522	-3%	-$211K	3.11%	7
2017 Q1	$6.12M	Sell	44,504 -1,514	-3%	-$207K	3.23%	5
2016 Q4	$6.2M	Buy	+46,018	New	+$5.88M	3.48%	2
2016 Q1	–	Sell	-14,212	Closed	-$1.94M	–	118
2015 Q4	$1.94M	Sell	14,212 -638	-4%	-$73.6K	1.14%	34
2015 Q3	$2.04M	Sell	14,850 -39,900	-73%	-$4.73M	1.41%	27
2015 Q2	$1.76M	Buy	54,750 +7,480	+16%	+$934K	0.94%	36
2015 Q1	$1.33M	Buy	47,270 +2,345	+5%	+$283K	0.76%	40
2014 Q4	$1.33M	Buy	+44,925	New	+$5.14M	0.78%	40

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beck Capital Management's IWM Position: Q4 2017 in Review

Beck Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 23,928 shares — an estimated $3.55M sold.

Beck Capital Management first reported a position in IWM in Q4 2014 and held it in 9 quarters. The position peaked at $6.2M in Q4 2016. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Beck Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
Beck Capital Management sold 23,928 iShares Russell 2000 ETF shares in Q4 2017, an estimated $3.55M.
Beck Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 9 quarters.
Beck Capital Management's iShares Russell 2000 ETF position peaked at $6.2M in Q4 2016.
1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Beck Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.