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

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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. 1,270 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.
1,270 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.