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Fiduciary Trust International of Pennsylvania’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$18.3M Buy
+159,598
New +$23.8M 0.85% 34
2019
Q4 		– Sell
-170,397
Closed -$25.8M – 354
2019
Q3 		$25.8M Sell
170,397
-1,329
-0.8% -$203K 1.03% 25
2019
Q2 		$26.7M Buy
+171,726
New +$26.5M 1.1% 24
2018
Q2 		– Sell
-173,817
Closed -$26.4M – 369
2018
Q1 		$26.4M Sell
173,817
-34,331
-16% -$5.3M 1.23% 16
2017
Q4 		$31.7M Buy
+208,148
New +$31.3M 1.42% 12
2017
Q3 		– Sell
-210,756
Closed -$29.7M – 370
2017
Q2 		$29.7M Buy
210,756
+22,723
+12% +$3.14M 1.47% 9
2017
Q1 		$25.9M Sell
188,033
-29,706
-14% -$4.06M 1.95% 7
2016
Q4 		$29.4M Buy
217,739
+79,355
+57% +$10.1M 2.33% 6
2016
Q3 		$17.2M Buy
138,384
+11,054
+9% +$1.34M 1.39% 16
2016
Q2 		$14.6M Buy
127,330
+2,333
+2% +$263K 1.19% 24
2016
Q1 		$13.8M Sell
124,997
-16,752
-12% -$1.73M 1.17% 23
2015
Q4 		$16M Buy
141,749
+3,259
+2% +$376K 1.36% 18
2015
Q3 		$15.1M Sell
138,490
-17,095
-11% -$2.03M 1.41% 17
2015
Q2 		$19.4M Buy
155,585
+6,101
+4% +$762K 1.15% 21
2015
Q1 		$18.6M Buy
149,484
+7,509
+5% +$905K 1.2% 20
2014
Q4 		$17M Buy
141,975
+7,033
+5% +$804K 1.13% 24
2014
Q3 		$14.8M Sell
134,942
-48,463
-26% -$5.54M 1.01% 27
2014
Q2 		$21.8M Buy
183,405
+265
+0.1% +$30.1K 1.5% 10
2014
Q1 		$21.3M Buy
183,140
+30,784
+20% +$3.55M 1.56% 11
2013
Q4 		$17.6M Buy
152,356
+3,655
+2% +$404K 1.31% 16
2013
Q3 		$15.9M Buy
148,701
+33,393
+29% +$3.45M 1.3% 17
2013
Q2 		$11.2M Buy
+115,308
New +$11M 0.99% 27

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IWM Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2020: 159,598 shares worth $18.3M. The stake represents 0.85% of the portfolio and ranks #34 among its holdings. This is a return to the name: Fiduciary Trust International of Pennsylvania previously reported a position in IWM as recently as Q3 2019.

Fiduciary Trust International of Pennsylvania first reported a position in IWM in Q2 2013 and has held it in 22 quarters since. The position peaked at $31.7M in Q4 2017. 1,440 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 159,598 shares of iShares Russell 2000 ETF worth $18.3M as of Q1 2020.
  • iShares Russell 2000 ETF was a new Fiduciary Trust International of Pennsylvania position in Q1 2020.
  • iShares Russell 2000 ETF made up 0.85% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #34 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 22 quarters since.
  • Fiduciary Trust International of Pennsylvania's iShares Russell 2000 ETF position peaked at $31.7M in Q4 2017.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.