Delek Group’s iShares Russell 2000 ETF IWM Stock Holding History

Delek Group’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 Q1	–	Sell	-1,750	Closed	-$242K	–	226
2018 Q4	$242K	Buy	+1,750	New	+$261K	0.01%	210
2018 Q1	–	Sell	-362	Closed	-$55K	–	274
2017 Q4	$55K	Buy	+362	New	+$54.4K	﹤0.01%	259

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Delek Group's IWM Position: Q1 2019 in Review

Delek Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 1,750 shares — an estimated $242K sold.

Delek Group first reported a position in IWM in Q4 2017 and held it in 2 quarters. The position peaked at $242K in Q4 2018. 1,372 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Delek Group reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
Delek Group sold 1,750 iShares Russell 2000 ETF shares in Q1 2019, an estimated $242K.
Delek Group first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 2 quarters.
Delek Group's iShares Russell 2000 ETF position peaked at $242K in Q4 2018.
1,372 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Delek Group's 13F filing for Q1 2019, filed 13 May 2019.