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Eagle Boston Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Eagle Boston Investment Management’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 		– Sell
-13,617
Closed -$2.08M – 107
2019
Q1 		$2.08M Sell
13,617
-9,314
-41% -$1.4M 0.91% 47
2018
Q4 		$3.07M Sell
22,931
-58,668
-72% -$8.75M 1.06% 30
2018
Q3 		$13.8M Buy
81,599
+3,731
+5% +$630K 1.24% 28
2018
Q2 		$12.8M Buy
77,868
+3,265
+4% +$522K 1.18% 30
2018
Q1 		$11.3M Buy
74,603
+3,279
+5% +$506K 1.13% 33
2017
Q4 		$10.9M Sell
71,324
-10,019
-12% -$1.5M 1.09% 35
2017
Q3 		$12.2M Buy
81,343
+13,541
+20% +$1.91M 1.25% 25
2017
Q2 		$9.55M Buy
67,802
+4,419
+7% +$612K 1.04% 39
2017
Q1 		$8.71M Sell
63,383
-14,722
-19% -$2.01M 0.98% 40
2016
Q4 		$10.5M Buy
78,105
+4,076
+6% +$521K 1.25% 25
2016
Q3 		$9.2M Buy
74,029
+589
+0.8% +$71.6K 1.18% 30
2016
Q2 		$8.44M Buy
73,440
+2,107
+3% +$238K 1.15% 32
2016
Q1 		$7.89M Buy
71,333
+701
+1% +$72.6K 1.09% 33
2015
Q4 		$7.95M Sell
70,632
-667
-0.9% -$76.9K 1.12% 31
2015
Q3 		$7.79M Buy
71,299
+2,727
+4% +$323K 1.04% 34
2015
Q2 		$8.56M Sell
68,572
-86,545
-56% -$10.8M 1.08% 32
2015
Q1 		$19.3M Buy
155,117
+127,541
+463% +$15.4M 1.62% 12
2014
Q4 		$3.3M Sell
27,576
-14,084
-34% -$1.61M 0.22% 112
2014
Q3 		$4.55M Buy
41,660
+18,455
+80% +$2.11M 0.25% 117
2014
Q2 		$2.76M Sell
23,205
-99,115
-81% -$11.3M 0.14% 131
2014
Q1 		$14.2M Buy
122,320
+1,576
+1% +$182K 0.7% 59
2013
Q4 		$13.9M Buy
120,744
+25,540
+27% +$2.82M 0.67% 59
2013
Q3 		$10.1M Sell
95,204
-2,203
-2% -$228K 0.61% 65
2013
Q2 		$9.45M Buy
+97,407
New +$9.3M 0.63% 70

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Eagle Boston Investment Management's IWM Position: Q2 2019 in Review

Eagle Boston Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 13,617 shares — an estimated $2.08M sold.

Eagle Boston Investment Management first reported a position in IWM in Q2 2013 and held it in 24 quarters. The position peaked at $19.3M in Q1 2015. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Eagle Boston Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
  • Eagle Boston Investment Management sold 13,617 iShares Russell 2000 ETF shares in Q2 2019, an estimated $2.08M.
  • Eagle Boston Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 24 quarters.
  • Eagle Boston Investment Management's iShares Russell 2000 ETF position peaked at $19.3M in Q1 2015.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Eagle Boston Investment Management's 13F filing for Q2 2019, filed 5 Aug 2019.