Garcia Hamilton & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Garcia Hamilton & Associates’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
2017 Q3	–	Sell	-3,650	Closed	-$514K	–	61
2017 Q2	$514K	Hold	3,650	–	–	0.71%	46
2017 Q1	$508K	Hold	3,650	–	–	0.45%	62
2016 Q4	$492K	Hold	3,650	–	–	0.28%	71
2016 Q3	$453K	Hold	3,650	–	–	0.27%	67
2016 Q2	$420K	Hold	3,650	–	–	0.25%	69
2016 Q1	$404K	Hold	3,650	–	–	0.23%	69
2015 Q4	$411K	Hold	3,650	–	–	0.24%	66
2015 Q3	$399K	Hold	3,650	–	–	0.24%	66
2015 Q2	$456K	Hold	3,650	–	–	0.25%	64
2015 Q1	$454K	Hold	3,650	–	–	0.22%	65
2014 Q4	$437K	Hold	3,650	–	–	0.17%	65
2014 Q3	$399K	Hold	3,650	–	–	0.12%	63
2014 Q2	$434K	Hold	3,650	–	–	0.1%	57
2014 Q1	$425K	Hold	3,650	–	–	0.1%	52
2013 Q4	$421K	Hold	3,650	–	–	0.1%	50
2013 Q3	$389K	Hold	3,650	–	–	0.07%	50
2013 Q2	$354K	Buy	+3,650	New	+$349K	0.06%	49

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Garcia Hamilton & Associates's IWM Position: Q3 2017 in Review

Garcia Hamilton & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 3,650 shares — an estimated $514K sold.

Garcia Hamilton & Associates first reported a position in IWM in Q2 2013 and held it in 17 quarters. The position peaked at $514K in Q2 2017. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

Garcia Hamilton & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
Garcia Hamilton & Associates sold 3,650 iShares Russell 2000 ETF shares in Q3 2017, an estimated $514K.
Garcia Hamilton & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 17 quarters.
Garcia Hamilton & Associates's iShares Russell 2000 ETF position peaked at $514K in Q2 2017.
1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Garcia Hamilton & Associates's 13F filing for Q3 2017, filed 14 Nov 2017.