Gresham Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Gresham Partners’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 Q1	$1.64M	Buy	29,193 +25,466	+683%	+$3.8M	6.24%	5
2019 Q4	$617K	Hold	3,727	–	–	1.4%	5
2019 Q3	$564K	Hold	3,727	–	–	3.99%	5
2019 Q2	$580K	Hold	3,727	–	–	3.96%	5
2019 Q1	$571K	Hold	3,727	–	–	3.11%	5
2018 Q4	$499K	Hold	3,727	–	–	1.42%	6
2018 Q3	$629K	Buy	+3,727	New	+$629K	12.53%	2
2015 Q4	$1.75M	Buy	15,506 +112	+0.7%	+$12.9K	2.41%	8
2015 Q3	$1.68M	Buy	15,394 +67	+0.4%	+$7.94K	2.38%	8
2015 Q2	$1.91M	Buy	15,327 +14,581	+1,955%	+$1.82M	2.71%	5
2015 Q1	$92K	Sell	746 -15,121	-95%	-$1.82M	0.15%	14
2014 Q4	$1.9M	Buy	+15,867	New	+$1.81M	3.02%	5

Other funds holding IWM

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

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

Gresham Partners's IWM Position: Q1 2020 in Review

Gresham Partners increased its iShares Russell 2000 ETF (IWM) stake by 683% in Q1 2020, buying an estimated $3.8M and bringing the position to 29,193 shares worth $1.64M. The position accounts for 6.24% of the portfolio, ranked #5.

Gresham Partners first reported a position in IWM in Q4 2014 and has held it in 12 quarters since. The position peaked at $1.91M in Q2 2015. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Gresham Partners held 29,193 shares of iShares Russell 2000 ETF worth $1.64M as of Q1 2020.
Gresham Partners bought 25,466 iShares Russell 2000 ETF shares in Q1 2020, an estimated $3.8M.
iShares Russell 2000 ETF made up 6.24% of Gresham Partners's portfolio in Q1 2020, its #5 holding.
Gresham Partners first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 12 quarters since.
Gresham Partners's iShares Russell 2000 ETF position peaked at $1.91M in Q2 2015.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Gresham Partners's 13F filing for Q1 2020, filed 8 May 2020.