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

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 $1.55T 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

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

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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital Guardian Trust's IWM Position: Q2 2019 in Review

Capital Guardian Trust sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 305 shares — an estimated $47K sold.

Capital Guardian Trust first reported a position in IWM in Q3 2013 and held it in 9 quarters. The position peaked at $496K in Q3 2018. 1,369 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

Capital Guardian Trust reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
Capital Guardian Trust sold 305 iShares Russell 2000 ETF shares in Q2 2019, an estimated $47K.
Capital Guardian Trust first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 9 quarters.
Capital Guardian Trust's iShares Russell 2000 ETF position peaked at $496K in Q3 2018.
1,369 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.