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Hodges Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Hodges Capital Management’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
Q2 		– Sell
-15,180
Closed -$2.09M – 273
2017
Q1 		$2.09M Buy
15,180
+12,740
+522% +$1.74M 0.1% 127
2016
Q4 		$329K Sell
2,440
-15,983
-87% -$2.04M 0.02% 237
2016
Q3 		$2.29M Sell
18,423
-2,879
-14% -$350K 0.11% 119
2016
Q2 		$2.45M Sell
21,302
-7,337
-26% -$828K 0.12% 114
2016
Q1 		$3.17M Buy
28,639
+2,991
+12% +$310K 0.15% 106
2015
Q4 		$2.89M Buy
25,648
+3,394
+15% +$391K 0.12% 111
2015
Q3 		$2.43M Buy
22,254
+13,121
+144% +$1.56M 0.1% 123
2015
Q2 		$1.14M Buy
9,133
+4,665
+104% +$583K 0.04% 181
2015
Q1 		$556K Buy
4,468
+1,150
+35% +$139K 0.02% 203
2014
Q4 		$397K Buy
3,318
+361
+12% +$41.3K 0.02% 222
2014
Q3 		$323K Sell
2,957
-3,469
-54% -$397K 0.01% 231
2014
Q2 		$763K Buy
6,426
+1,728
+37% +$196K 0.04% 176
2014
Q1 		$547K Buy
4,698
+1,836
+64% +$212K 0.03% 174
2013
Q4 		$330K Sell
2,862
-283
-9% -$31.3K 0.02% 188
2013
Q3 		$335K Buy
+3,145
New +$325K 0.03% 178

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Hodges Capital Management's IWM Position: Q2 2017 in Review

Hodges Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 15,180 shares — an estimated $2.09M sold.

Hodges Capital Management first reported a position in IWM in Q3 2013 and held it in 15 quarters. The position peaked at $3.17M in Q1 2016. 1,082 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

  • Hodges Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Hodges Capital Management sold 15,180 iShares Russell 2000 ETF shares in Q2 2017, an estimated $2.09M.
  • Hodges Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 15 quarters.
  • Hodges Capital Management's iShares Russell 2000 ETF position peaked at $3.17M in Q1 2016.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Hodges Capital Management's 13F filing for Q2 2017, filed 31 Jul 2017.