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

Harfst & 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
-272
Closed -$38K – 144
2017
Q2 		$38K Sell
272
-1,040
-79% -$144K 0.02% 146
2017
Q1 		$180K Buy
+1,312
New +$179K 0.08% 83

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Harfst & Associates's IWM Position: Q3 2017 in Review

Harfst & Associates sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 272 shares — an estimated $38K sold.

Harfst & Associates first reported a position in IWM in Q1 2017 and held it in 2 quarters. The position peaked at $180K in Q1 2017. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Harfst & Associates reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 272 iShares Russell 2000 ETF shares in Q3 2017, an estimated $38K.
  • Harfst & Associates first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 2 quarters.
  • Harfst & Associates's iShares Russell 2000 ETF position peaked at $180K in Q1 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.