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

Broadview 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
Q2 		$793K Sell
5,100
-7,100
-58% -$1.09M 0.24% 62
2019
Q1 		$1.87M Sell
12,200
-17,550
-59% -$2.64M 0.51% 62
2018
Q4 		$3.98M Buy
+29,750
New +$4.44M 1.15% 44

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Broadview Advisors's IWM Position: Q2 2019 in Review

Broadview Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 58% in Q2 2019, selling an estimated $1.09M and leaving 5,100 shares worth $793K. The position accounts for 0.24% of the portfolio, ranked #62.

Broadview Advisors first reported a position in IWM in Q4 2018 and has held it in 3 quarters since. The position peaked at $3.98M in Q4 2018. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Broadview Advisors held 5,100 shares of iShares Russell 2000 ETF worth $793K as of Q2 2019.
  • Broadview Advisors sold 7,100 iShares Russell 2000 ETF shares in Q2 2019, an estimated $1.09M.
  • iShares Russell 2000 ETF made up 0.24% of Broadview Advisors's portfolio in Q2 2019, its #62 holding.
  • Broadview Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 3 quarters since.
  • Broadview Advisors's iShares Russell 2000 ETF position peaked at $3.98M in Q4 2018.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.