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Cedar Hill Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Cedar Hill Associates’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
2018
Q4 		$3.12M Buy
23,286
+16,940
+267% +$2.53M 1.19% 33
2018
Q3 		$1.07M Sell
6,346
-145
-2% -$24.5K 0.24% 66
2018
Q2 		$1.06M Sell
6,491
-2,727
-30% -$436K 0.22% 76
2018
Q1 		$1.4M Sell
9,218
-220
-2% -$34K 0.28% 65
2017
Q4 		$1.44M Sell
9,438
-40
-0.4% -$6.01K 0.25% 65
2017
Q3 		$1.4M Buy
9,478
+1,285
+16% +$181K 0.24% 68
2017
Q2 		$1.16M Sell
8,193
-2,482
-23% -$344K 0.24% 58
2017
Q1 		$1.47M Sell
10,675
-240
-2% -$32.8K 0.31% 52
2016
Q4 		$1.47M Buy
10,915
+300
+3% +$38.3K 0.25% 50
2016
Q3 		$1.32M Sell
10,615
-155
-1% -$18.8K 0.22% 52
2016
Q2 		$1.24M Buy
10,770
+345
+3% +$38.9K 0.21% 55
2016
Q1 		$1.15M Buy
10,425
+332
+3% +$34.4K 0.2% 57
2015
Q4 		$1.14M Buy
10,093
+280
+3% +$32.3K 0.2% 57
2015
Q3 		$1.07M Buy
9,813
+471
+5% +$55.8K 0.19% 56
2015
Q2 		$1.17M Sell
9,342
-61
-0.6% -$7.62K 0.18% 60
2015
Q1 		$1.17M Sell
9,403
-121,209
-93% -$14.6M 0.19% 60
2014
Q4 		$15.6M Buy
130,612
+45,243
+53% +$5.17M 2.47% 5
2014
Q3 		$9.34M Buy
85,369
+74,590
+692% +$8.53M 1.51% 32
2014
Q2 		$1.28M Buy
10,779
+824
+8% +$93.6K 0.2% 60
2014
Q1 		$1.16M Buy
9,955
+7,460
+299% +$861K 0.19% 60
2013
Q4 		$288K Hold
2,495
– – 0.05% 73
2013
Q3 		$266K Hold
2,495
– – 0.05% 72
2013
Q2 		$242K Buy
+2,495
New +$238K 0.05% 77

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cedar Hill Associates's IWM Position: Q4 2018 in Review

Cedar Hill Associates increased its iShares Russell 2000 ETF (IWM) stake by 267% in Q4 2018, buying an estimated $2.53M and bringing the position to 23,286 shares worth $3.12M. The position accounts for 1.19% of the portfolio, ranked #33.

Cedar Hill Associates first reported a position in IWM in Q2 2013 and has held it in 23 quarters since. The position peaked at $15.6M in Q4 2014. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Cedar Hill Associates held 23,286 shares of iShares Russell 2000 ETF worth $3.12M as of Q4 2018.
  • Cedar Hill Associates bought 16,940 iShares Russell 2000 ETF shares in Q4 2018, an estimated $2.53M.
  • iShares Russell 2000 ETF made up 1.19% of Cedar Hill Associates's portfolio in Q4 2018, its #33 holding.
  • Cedar Hill Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 23 quarters since.
  • Cedar Hill Associates's iShares Russell 2000 ETF position peaked at $15.6M in Q4 2014.
  • 1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.