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Girard Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Girard Securities’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
Q4 		– Sell
-3,076
Closed -$458K – 65
2017
Q3 		$458K Sell
3,076
-733
-19% -$103K 0.4% 56
2017
Q2 		$536K Sell
3,809
-4,522
-54% -$626K 0.4% 66
2017
Q1 		$1.15M Sell
8,331
-2,927
-26% -$400K 0.98% 25
2016
Q4 		$1.52M Buy
11,258
+2,640
+31% +$337K 1.32% 15
2016
Q3 		$1.07M Sell
8,618
-467
-5% -$56.8K 1.09% 22
2016
Q2 		$1.04M Buy
9,085
+188
+2% +$21.2K 0.96% 27
2016
Q1 		$983K Sell
8,897
-184
-2% -$19K 0.97% 28
2015
Q4 		$1.02M Buy
+9,081
New +$1.05M 1.02% 27

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Girard Securities's IWM Position: Q4 2017 in Review

Girard Securities sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 3,076 shares — an estimated $458K sold.

Girard Securities first reported a position in IWM in Q4 2015 and held it in 8 quarters. The position peaked at $1.52M in Q4 2016. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Girard Securities reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 3,076 iShares Russell 2000 ETF shares in Q4 2017, an estimated $458K.
  • Girard Securities first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 8 quarters.
  • Girard Securities's iShares Russell 2000 ETF position peaked at $1.52M in Q4 2016.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.