Bell Rock Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Bell Rock Capital’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 Q4	–	Sell	-77	Closed	-$13K	–	443
2018 Q3	$13K	Buy	77 +1	+1%	+$169	0.01%	343
2018 Q2	$13K	Hold	76	–	–	0.01%	359
2018 Q1	$12K	Hold	76	–	–	0.01%	362
2017 Q4	$12K	Hold	76	–	–	0.01%	346
2017 Q3	$11K	Hold	76	–	–	0.01%	336
2017 Q2	$11K	Hold	76	–	–	0.01%	336
2017 Q1	$10K	Buy	76 +1	+1%	+$137	0.01%	300
2016 Q4	$10K	Buy	+75	New	+$9.58K	0.01%	290

Other funds holding IWM

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

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

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

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

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

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

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

Bell Rock Capital's IWM Position: Q4 2018 in Review

Bell Rock Capital sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 77 shares — an estimated $13K sold.

Bell Rock Capital first reported a position in IWM in Q4 2016 and held it in 8 quarters. The position peaked at $13K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Bell Rock Capital reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Bell Rock Capital sold 77 iShares Russell 2000 ETF shares in Q4 2018, an estimated $13K.
Bell Rock Capital first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 8 quarters.
Bell Rock Capital's iShares Russell 2000 ETF position peaked at $13K in Q3 2018.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Bell Rock Capital's 13F filing for Q4 2018, filed 25 Jan 2019.