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

Fiduciary Trust International’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
Q2 		$4.29M Sell
29,999
-2,516
-8% -$330K 0.7% 32
2020
Q1 		$3.72M Buy
32,515
+1,408
+5% +$210K 0.69% 33
2019
Q4 		$5.15M Sell
31,107
-13,205
-30% -$2.09M 0.83% 32
2019
Q3 		$6.71M Sell
44,312
-6,214
-12% -$949K 1.38% 21
2019
Q2 		$7.86M Buy
50,526
+27,902
+123% +$4.3M 1.77% 13
2019
Q1 		$3.44M Sell
22,624
-24,263
-52% -$3.65M 0.86% 23
2018
Q4 		$6.28M Buy
46,887
+21,218
+83% +$3.17M 1.91% 12
2018
Q3 		$4.33M Buy
25,669
+125
+0.5% +$21.1K 1.24% 19
2018
Q2 		$4.18M Buy
25,544
+2,920
+13% +$467K 1.25% 20
2018
Q1 		$3.44M Buy
22,624
+1,614
+8% +$249K 0.86% 23
2017
Q4 		$3.2M Buy
21,010
+8,474
+68% +$1.27M 0.8% 25
2017
Q3 		$1.86M Sell
12,536
-8,616
-41% -$1.21M 0.48% 38
2017
Q2 		$2.98M Buy
21,152
+2,412
+13% +$334K 0.77% 25
2017
Q1 		$2.58M Buy
18,740
+1,842
+11% +$252K 0.86% 21
2016
Q4 		$2.28M Buy
+16,898
New +$2.16M 0.78% 20
2016
Q3 		– Sell
-16,738
Closed -$1.93M – 66
2016
Q2 		$1.93M Sell
16,738
-3,179
-16% -$359K 0.63% 23
2016
Q1 		$2.2M Buy
19,917
+4
+0% +$414 0.72% 23
2015
Q4 		$2.24M Buy
19,913
+9
+0% +$1.04K 0.74% 21
2015
Q3 		$2.17M Buy
19,904
+5
+0% +$593 0.73% 25
2015
Q2 		$2.48M Hold
19,899
– – 0.79% 24
2015
Q1 		$2.48M Sell
19,899
-926
-4% -$112K 0.73% 23
2014
Q4 		$2.49M Buy
20,825
+935
+5% +$107K 0.71% 27
2014
Q3 		$2.17M Buy
19,890
+8
+0% +$915 0.64% 32
2014
Q2 		$2.36M Sell
19,882
-3,064
-13% -$348K 0.71% 27
2014
Q1 		$2.67M Sell
22,946
-9,075
-28% -$1.05M 0.75% 21
2013
Q4 		$3.69M Sell
32,021
-71
-0.2% -$7.84K 1.04% 17
2013
Q3 		$3.42M Sell
32,092
-11,225
-26% -$1.16M 1.15% 15
2013
Q2 		$4.2M Buy
+43,317
New +$4.14M 1.59% 13

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Fiduciary Trust International's IWM Position: Q2 2020 in Review

Fiduciary Trust International reduced its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q2 2020, selling an estimated $330K and leaving 29,999 shares worth $4.29M. The position accounts for 0.7% of the portfolio, ranked #32.

Fiduciary Trust International first reported a position in IWM in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.86M in Q2 2019. 1,477 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • Fiduciary Trust International held 29,999 shares of iShares Russell 2000 ETF worth $4.29M as of Q2 2020.
  • Fiduciary Trust International sold 2,516 iShares Russell 2000 ETF shares in Q2 2020, an estimated $330K.
  • iShares Russell 2000 ETF made up 0.7% of Fiduciary Trust International's portfolio in Q2 2020, its #32 holding.
  • Fiduciary Trust International first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 28 quarters since.
  • Fiduciary Trust International's iShares Russell 2000 ETF position peaked at $7.86M in Q2 2019.
  • 1,477 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.