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Darrell & King’s iShares Russell 2000 ETF IWM Stock Holding History

Darrell & King’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 		– Sell
-1,429
Closed -$241K – 57
2018
Q3 		$241K Hold
1,429
– – 0.03% 48
2018
Q2 		$234K Sell
1,429
-740
-34% -$118K 0.03% 49
2018
Q1 		$329K Sell
2,169
-50
-2% -$7.72K 0.05% 40
2017
Q4 		$338K Sell
2,219
-475
-18% -$71.3K 0.05% 40
2017
Q3 		$399K Sell
2,694
-110
-4% -$15.5K 0.06% 37
2017
Q2 		$395K Sell
2,804
-305
-10% -$42.2K 0.06% 37
2017
Q1 		$427K Sell
3,109
-247
-7% -$33.7K 0.07% 34
2016
Q4 		$453K Sell
3,356
-154
-4% -$19.7K 0.07% 33
2016
Q3 		$436K Buy
3,510
+186
+6% +$22.6K 0.08% 33
2016
Q2 		$382K Sell
3,324
-210
-6% -$23.7K 0.07% 34
2016
Q1 		$391K Hold
3,534
– – 0.07% 34
2015
Q4 		$398K Buy
+3,534
New +$408K 0.07% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Darrell & King's IWM Position: Q4 2018 in Review

Darrell & King sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 1,429 shares — an estimated $241K sold.

Darrell & King first reported a position in IWM in Q4 2015 and held it in 12 quarters. The position peaked at $453K in Q4 2016. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Darrell & King reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Darrell & King sold 1,429 iShares Russell 2000 ETF shares in Q4 2018, an estimated $241K.
  • Darrell & King first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 12 quarters.
  • Darrell & King's iShares Russell 2000 ETF position peaked at $453K in Q4 2016.
  • 1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Darrell & King's 13F filing for Q4 2018, filed 14 Feb 2019.