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Boston Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Boston Advisors’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
2019
Q3 		$10.1M Buy
66,490
+33,575
+102% +$5.13M 0.53% 39
2019
Q2 		$5.12M Sell
32,915
-44,479
-57% -$6.86M 0.27% 105
2019
Q1 		$11.8M Buy
77,394
+740
+1% +$111K 0.61% 31
2018
Q4 		$10.3M Sell
76,654
-55,896
-42% -$8.34M 0.59% 36
2018
Q3 		$22.3M Buy
132,550
+2,196
+2% +$371K 0.97% 11
2018
Q2 		$21.3M Sell
130,354
-1,544
-1% -$247K 0.53% 55
2018
Q1 		$20M Sell
131,898
-71,359
-35% -$11M 0.51% 53
2017
Q4 		$31M Sell
203,257
-23,481
-10% -$3.53M 0.67% 30
2017
Q3 		$33.6M Buy
226,738
+1,575
+0.7% +$222K 0.76% 20
2017
Q2 		$31.7M Buy
225,163
+3,113
+1% +$431K 0.73% 22
2017
Q1 		$30.5M Buy
222,050
+133
+0.1% +$18.2K 0.72% 24
2016
Q4 		$29.9M Buy
221,917
+17,599
+9% +$2.25M 0.72% 25
2016
Q3 		$25.4M Sell
204,318
-7,975
-4% -$969K 0.63% 30
2016
Q2 		$24.4M Sell
212,293
-26,930
-11% -$3.04M 0.61% 35
2016
Q1 		$26.5M Sell
239,223
-13,217
-5% -$1.37M 0.65% 37
2015
Q4 		$28.4M Sell
252,440
-177,410
-41% -$20.5M 0.66% 32
2015
Q3 		$46.9M Buy
429,850
+164,898
+62% +$19.6M 1.76% 2
2015
Q2 		$33.1M Sell
264,952
-22,105
-8% -$2.76M 1.38% 8
2015
Q1 		$35.7M Sell
287,057
-8,606
-3% -$1.04M 1.41% 7
2014
Q4 		$35.4M Sell
295,663
-981
-0.3% -$112K 1.49% 8
2014
Q3 		$32.4M Buy
296,644
+5,111
+2% +$585K 1.38% 7
2014
Q2 		$34.6M Buy
291,533
+1,421
+0.5% +$161K 1.48% 6
2014
Q1 		$33.8M Sell
290,112
-645
-0.2% -$74.4K 1.5% 6
2013
Q4 		$33.5M Buy
290,757
+4,019
+1% +$444K 1.6% 4
2013
Q3 		$30.6M Buy
286,738
+4,510
+2% +$467K 1.62% 4
2013
Q2 		$27.4M Buy
+282,228
New +$27M 1.32% 14

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Boston Advisors's IWM Position: Q3 2019 in Review

Boston Advisors increased its iShares Russell 2000 ETF (IWM) stake by 102% in Q3 2019, buying an estimated $5.13M and bringing the position to 66,490 shares worth $10.1M. The position accounts for 0.53% of the portfolio, ranked #39.

Boston Advisors first reported a position in IWM in Q2 2013 and has held it in 26 quarters since. The position peaked at $46.9M in Q3 2015. 1,382 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • Boston Advisors held 66,490 shares of iShares Russell 2000 ETF worth $10.1M as of Q3 2019.
  • Boston Advisors bought 33,575 iShares Russell 2000 ETF shares in Q3 2019, an estimated $5.13M.
  • iShares Russell 2000 ETF made up 0.53% of Boston Advisors's portfolio in Q3 2019, its #39 holding.
  • Boston Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 26 quarters since.
  • Boston Advisors's iShares Russell 2000 ETF position peaked at $46.9M in Q3 2015.
  • 1,382 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.