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Denver Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Denver Investment 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 		$757K Buy
4,988
+80
+2% +$12.4K 0.04% 268
2017
Q4 		$748K Hold
4,908
– – 0.04% 263
2017
Q3 		$727K Sell
4,908
-13
-0.3% -$1.83K 0.04% 268
2017
Q2 		$694K Hold
4,921
– – 0.03% 271
2017
Q1 		$677K Sell
4,921
-2,672
-35% -$365K 0.03% 282
2016
Q4 		$1.02M Buy
7,593
+203
+3% +$25.9K 0.04% 239
2016
Q3 		$918K Sell
7,390
-48
-0.6% -$5.83K 0.04% 270
2016
Q2 		$855K Sell
7,438
-15
-0.2% -$1.69K 0.04% 286
2016
Q1 		$825K Buy
7,453
+109
+1% +$11.3K 0.04% 286
2015
Q4 		$826K Hold
7,344
– – 0.04% 287
2015
Q3 		$802K Sell
7,344
-254
-3% -$30.1K 0.03% 287
2015
Q2 		$949K Buy
7,598
+360
+5% +$45K 0.04% 298
2015
Q1 		$900K Buy
+7,238
New +$872K 0.03% 362
2014
Q1 		– Sell
-399
Closed -$46 – 637
2013
Q4 		$46 Buy
399
+200
+101% +$22.1K ﹤0.01% 574
2013
Q3 		$21K Buy
199
+69
+53% +$7.14K ﹤0.01% 585
2013
Q2 		$13K Buy
+130
New +$12.4K ﹤0.01% 553

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Denver Investment Advisors's IWM Position: Q1 2018 in Review

Denver Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 1.6% in Q1 2018, buying an estimated $12.4K and bringing the position to 4,988 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #268.

Denver Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 16 quarters since. The position peaked at $1.02M in Q4 2016. 1,236 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Denver Investment Advisors held 4,988 shares of iShares Russell 2000 ETF worth $757K as of Q1 2018.
  • Denver Investment Advisors bought 80 iShares Russell 2000 ETF shares in Q1 2018, an estimated $12.4K.
  • iShares Russell 2000 ETF made up 0.04% of Denver Investment Advisors's portfolio in Q1 2018, its #268 holding.
  • Denver Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 16 quarters since.
  • Denver Investment Advisors's iShares Russell 2000 ETF position peaked at $1.02M in Q4 2016.
  • 1,236 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.