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Cobiz Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

Cobiz Wealth’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 		$219K Sell
1,411
-130
-8% -$20K 0.04% 107
2019
Q1 		$236K Sell
1,541
-69
-4% -$10.4K 0.05% 105
2018
Q4 		$216K Sell
1,610
-27
-2% -$4.03K 0.05% 118
2018
Q3 		$276K Hold
1,637
– – 0.05% 115
2018
Q2 		$268K Sell
1,637
-120
-7% -$19.2K 0.05% 115
2018
Q1 		$267K Sell
1,757
-19
-1% -$2.93K 0.06% 116
2017
Q4 		$271K Sell
1,776
-117
-6% -$17.6K 0.06% 119
2017
Q3 		$281K Sell
1,893
-27
-1% -$3.8K 0.06% 114
2017
Q2 		$271K Sell
1,920
-244
-11% -$33.8K 0.06% 122
2017
Q1 		$298K Sell
2,164
-99
-4% -$13.5K 0.07% 116
2016
Q4 		$305K Sell
2,263
-32
-1% -$4.09K 0.07% 117
2016
Q3 		$285K Buy
2,295
+63
+3% +$7.66K 0.07% 119
2016
Q2 		$257K Sell
2,232
-192
-8% -$21.7K 0.06% 124
2016
Q1 		$268K Sell
2,424
-211
-8% -$21.8K 0.07% 126
2015
Q4 		$297K Sell
2,635
-25
-0.9% -$2.88K 0.07% 125
2015
Q3 		$290K Sell
2,660
-154
-5% -$18.3K 0.07% 122
2015
Q2 		$351K Buy
2,814
+19
+0.7% +$2.37K 0.08% 113
2015
Q1 		$348K Sell
2,795
-976
-26% -$118K 0.08% 110
2014
Q4 		$451K Sell
3,771
-3,160
-46% -$361K 0.1% 99
2014
Q3 		$758K Sell
6,931
-303
-4% -$34.7K 0.18% 84
2014
Q2 		$859K Sell
7,234
-106
-1% -$12K 0.2% 82
2014
Q1 		$854K Sell
7,340
-68
-0.9% -$7.84K 0.2% 81
2013
Q4 		$855K Sell
7,408
-32
-0.4% -$3.54K 0.2% 84
2013
Q3 		$793K Sell
7,440
-405
-5% -$41.9K 0.2% 83
2013
Q2 		$761K Buy
+7,845
New +$749K 0.2% 78

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cobiz Wealth's IWM Position: Q2 2019 in Review

Cobiz Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 8.4% in Q2 2019, selling an estimated $20K and leaving 1,411 shares worth $219K. The position accounts for 0.04% of the portfolio, ranked #107.

Cobiz Wealth first reported a position in IWM in Q2 2013 and has held it in 25 quarters since. The position peaked at $859K in Q2 2014. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Cobiz Wealth held 1,411 shares of iShares Russell 2000 ETF worth $219K as of Q2 2019.
  • Cobiz Wealth sold 130 iShares Russell 2000 ETF shares in Q2 2019, an estimated $20K.
  • iShares Russell 2000 ETF made up 0.04% of Cobiz Wealth's portfolio in Q2 2019, its #107 holding.
  • Cobiz Wealth first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 25 quarters since.
  • Cobiz Wealth's iShares Russell 2000 ETF position peaked at $859K in Q2 2014.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Cobiz Wealth's 13F filing for Q2 2019, filed 8 Jul 2019.