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CGT
Capital Guardian Trust’s
iShares Russell 2000 ETF
IWM
Stock Holding History
Capital Guardian Trust’s Portfolio
IWM Stock Details
IWM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-305
Closed
-$47K
–
271
2019
Q1
$47K
Buy
+305
New
+$45.8K
﹤0.01%
259
2018
Q4
–
Sell
-2,944
Closed
-$496K
–
364
2018
Q3
$496K
Buy
+2,944
New
+$497K
0.01%
210
2017
Q2
–
Sell
-300
Closed
-$41K
–
369
2017
Q1
$41K
Sell
300
-300
-50%
-$41K
﹤0.01%
439
2016
Q4
$81K
Buy
+600
New
+$76.7K
﹤0.01%
415
2016
Q3
–
Sell
-201
Closed
-$23K
–
720
2016
Q2
$23K
Buy
+201
New
+$22.7K
﹤0.01%
487
2016
Q1
–
Sell
-1,200
Closed
-$135K
–
812
2015
Q4
$135K
Buy
+1,200
New
+$138K
﹤0.01%
378
2015
Q2
–
Sell
-50
Closed
-$6K
–
740
2015
Q1
$6K
Buy
+50
New
+$6.03K
﹤0.01%
671
2014
Q2
–
Sell
-1,480
Closed
-$172K
–
559
2014
Q1
$172K
Buy
+1,480
New
+$171K
﹤0.01%
317
2013
Q4
–
Sell
-2,400
Closed
-$181K
–
592
2013
Q3
$181K
Buy
+2,400
New
+$248K
﹤0.01%
288
Other funds holding IWM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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