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Harvest Capital Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Harvest Capital Strategies’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
2019
Q1 		– Sell
-95,000
Closed -$12.7M – 29
2018
Q4 		$12.7M Buy
+95,000
New +$14.2M 3.55% 9
2016
Q1 		– Sell
-50,000
Closed -$5.18M – 125
2015
Q4 		$5.63M Buy
+50,000
New +$5.77M 0.77% 31

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Harvest Capital Strategies's IWM Position: Q1 2019 in Review

Harvest Capital Strategies sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 95,000 shares — an estimated $12.7M sold.

Harvest Capital Strategies first reported a position in IWM in Q4 2015 and held it in 2 quarters. The position peaked at $12.7M in Q4 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • Harvest Capital Strategies reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Harvest Capital Strategies sold 95,000 iShares Russell 2000 ETF shares in Q1 2019, an estimated $12.7M.
  • Harvest Capital Strategies first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 2 quarters.
  • Harvest Capital Strategies's iShares Russell 2000 ETF position peaked at $12.7M in Q4 2018.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Harvest Capital Strategies's 13F filing for Q1 2019, filed 14 May 2019.