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Chandler Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Chandler Asset Management’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
Q2 		– Sell
-3,428
Closed -$520K – 24
2018
Q1 		$520K Buy
+3,428
New +$529K 0.45% 14

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Citigroup
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Jones Financial Companies
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UBS Group
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Chandler Asset Management's IWM Position: Q2 2018 in Review

Chandler Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 3,428 shares — an estimated $520K sold.

Chandler Asset Management first reported a position in IWM in Q1 2018 and held it in 1 quarter. The position peaked at $520K in Q1 2018. 1,268 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

  • Chandler Asset Management reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • Chandler Asset Management sold 3,428 iShares Russell 2000 ETF shares in Q2 2018, an estimated $520K.
  • Chandler Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 1 quarter.
  • Chandler Asset Management's iShares Russell 2000 ETF position peaked at $520K in Q1 2018.
  • 1,268 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Chandler Asset Management's 13F filing for Q2 2018, filed 30 Jun 2020.