FTCM
IWM icon

First Trust Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

First Trust Capital 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
Q3 		– Sell
-40,000
Closed -$6.15M – 40
2019
Q2 		$6.15M Buy
+40,000
New +$6.17M 0.85% 16

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

First Trust Capital Management's IWM Position: Q3 2019 in Review

First Trust Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 40,000 shares — an estimated $6.15M sold.

First Trust Capital Management first reported a position in IWM in Q2 2019 and held it in 1 quarter. The position peaked at $6.15M in Q2 2019. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • First Trust Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
  • First Trust Capital Management sold 40,000 iShares Russell 2000 ETF shares in Q3 2019, an estimated $6.15M.
  • First Trust Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2019 and held it in 1 quarter.
  • First Trust Capital Management's iShares Russell 2000 ETF position peaked at $6.15M in Q2 2019.
  • 1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on First Trust Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.