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Gratia Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Gratia Capital’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
-109,100
Closed -$16.2M – 47
2017
Q3 		$16.2M Buy
+109,100
New +$15.4M 6.39% 5
2017
Q2 		– Sell
-6,871
Closed -$945K – 40
2017
Q1 		$945K Buy
+6,871
New +$939K 0.2% 38

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gratia Capital's IWM Position: Q4 2017 in Review

Gratia Capital sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 109,100 shares — an estimated $16.2M sold.

Gratia Capital first reported a position in IWM in Q1 2017 and held it in 2 quarters. The position peaked at $16.2M in Q3 2017. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Gratia Capital reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Gratia Capital sold 109,100 iShares Russell 2000 ETF shares in Q4 2017, an estimated $16.2M.
  • Gratia Capital first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 2 quarters.
  • Gratia Capital's iShares Russell 2000 ETF position peaked at $16.2M in Q3 2017.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Gratia Capital's 13F filing for Q4 2017, filed 14 Feb 2018.