Blue Chip Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Blue Chip Wealth 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
2020 Q1	–	Sell	-1,509	Closed	-$250K	–	97
2019 Q4	$250K	Buy	1,509 +6	+0.4%	+$948	0.23%	88
2019 Q3	$227K	Hold	1,503	–	–	0.24%	92
2019 Q2	$234K	Buy	1,503 +3	+0.2%	+$462	0.25%	89
2019 Q1	$230K	Sell	1,500 -268	-15%	-$40.3K	0.26%	86
2018 Q4	$237K	Buy	1,768 +262	+17%	+$39.1K	0.31%	77
2018 Q3	$254K	Buy	1,506 +3	+0.2%	+$506	0.26%	85
2018 Q2	$246K	Buy	+1,503	New	+$240K	0.27%	90

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Chip Wealth Management's IWM Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,509 shares — an estimated $250K sold.

Blue Chip Wealth Management first reported a position in IWM in Q2 2018 and held it in 7 quarters. The position peaked at $254K in Q3 2018. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Blue Chip Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 1,509 iShares Russell 2000 ETF shares in Q1 2020, an estimated $250K.
Blue Chip Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 7 quarters.
Blue Chip Wealth Management's iShares Russell 2000 ETF position peaked at $254K in Q3 2018.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.