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Bellwether Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bellwether Investment Group’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 		$455K Buy
2,985
+728
+32% +$109K 1.83% 18
2017
Q3 		$334K Sell
2,257
-22
-1% -$3.1K 1.57% 23
2017
Q2 		$321K Sell
2,279
-225
-9% -$31.1K 1.49% 26
2017
Q1 		$344K Sell
2,504
-1,132
-31% -$155K 0.91% 22
2016
Q4 		$490K Buy
+3,636
New +$465K 0.44% 57
2016
Q2 		$70K Buy
+611
New +$68.9K 0.08% 205

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

Bellwether Investment Group's IWM Position: Q4 2017 in Review

Bellwether Investment Group increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q4 2017, buying an estimated $109K and bringing the position to 2,985 shares worth $455K. The position accounts for 1.83% of the portfolio, ranked #18.

Bellwether Investment Group first reported a position in IWM in Q2 2016 and has held it in 6 quarters since. The position peaked at $490K in Q4 2016. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Bellwether Investment Group held 2,985 shares of iShares Russell 2000 ETF worth $455K as of Q4 2017.
  • Bellwether Investment Group bought 728 iShares Russell 2000 ETF shares in Q4 2017, an estimated $109K.
  • iShares Russell 2000 ETF made up 1.83% of Bellwether Investment Group's portfolio in Q4 2017, its #18 holding.
  • Bellwether Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2016 and has held it in 6 quarters since.
  • Bellwether Investment Group's iShares Russell 2000 ETF position peaked at $490K in Q4 2016.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.