Delphi Private Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Delphi Private Advisors’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 Q1	–	Sell	-325	Closed	-$50K	–	102
2017 Q4	$50K	Buy	325 +32	+11%	+$4.81K	0.12%	77
2017 Q3	$43K	Buy	+293	New	+$41.2K	0.13%	39

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Delphi Private Advisors's IWM Position: Q1 2018 in Review

Delphi Private Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 325 shares — an estimated $50K sold.

Delphi Private Advisors first reported a position in IWM in Q3 2017 and held it in 2 quarters. The position peaked at $50K in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Delphi Private Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
Delphi Private Advisors sold 325 iShares Russell 2000 ETF shares in Q1 2018, an estimated $50K.
Delphi Private Advisors first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 2 quarters.
Delphi Private Advisors's iShares Russell 2000 ETF position peaked at $50K in Q4 2017.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.