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Capital One Investing’s iShares Russell 2000 ETF IWM Stock Holding History

Capital One Investing’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 		$5M Sell
33,095
-635
-2% -$97K 1.16% 21
2019
Q2 		$5.25M Sell
33,730
-308
-0.9% -$47.5K 1.29% 20
2019
Q1 		$5.21M Buy
34,038
+23,982
+238% +$3.6M 1.39% 16
2018
Q4 		$1.35M Buy
+10,056
New +$1.5M 0.48% 41

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

Capital One Investing's IWM Position: Q3 2019 in Review

Capital One Investing reduced its iShares Russell 2000 ETF (IWM) stake by 1.9% in Q3 2019, selling an estimated $97K and leaving 33,095 shares worth $5M. The position accounts for 1.16% of the portfolio, ranked #21.

Capital One Investing first reported a position in IWM in Q4 2018 and has held it in 4 quarters since. The position peaked at $5.25M in Q2 2019. 1,382 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • Capital One Investing held 33,095 shares of iShares Russell 2000 ETF worth $5M as of Q3 2019.
  • Capital One Investing sold 635 iShares Russell 2000 ETF shares in Q3 2019, an estimated $97K.
  • iShares Russell 2000 ETF made up 1.16% of Capital One Investing's portfolio in Q3 2019, its #21 holding.
  • Capital One Investing first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's iShares Russell 2000 ETF position peaked at $5.25M in Q2 2019.
  • 1,382 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.