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Huntington Steele’s iShares Russell 2000 ETF IWM Stock Holding History

Huntington Steele’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
2018
Q1 		$3.13M Buy
20,598
+30
+0.1% +$4.63K 0.81% 21
2017
Q4 		$3.14M Buy
20,568
+46
+0.2% +$6.91K 0.85% 22
2017
Q3 		$3.04M Buy
20,522
+686
+3% +$96.5K 0.9% 22
2017
Q2 		$2.79M Buy
19,836
+270
+1% +$37.4K 0.84% 23
2017
Q1 		$2.69M Buy
19,566
+34
+0.2% +$4.64K 0.83% 23
2016
Q4 		$2.63M Buy
19,532
+49
+0.3% +$6.26K 0.88% 24
2016
Q3 		$2.42M Sell
19,483
-456
-2% -$55.4K 0.81% 24
2016
Q2 		$2.29M Buy
19,939
+8
+0% +$903 0.86% 20
2016
Q1 		$2.21M Buy
19,931
+449
+2% +$46.5K 0.9% 19
2015
Q4 		$2.19M Buy
19,482
+85
+0.4% +$9.8K 0.89% 19
2015
Q3 		$2.12M Sell
19,397
-85
-0.4% -$10.1K 0.94% 20
2015
Q2 		$2.43M Buy
19,482
+198
+1% +$24.7K 1.03% 20
2015
Q1 		$2.4M Buy
19,284
+425
+2% +$51.2K 1.03% 20
2014
Q4 		$2.26M Buy
18,859
+2,043
+12% +$234K 0.94% 22
2014
Q3 		$1.84M Buy
16,816
+62
+0.4% +$7.09K 0.78% 24
2014
Q2 		$1.99M Buy
16,754
+94
+0.6% +$10.7K 0.84% 22
2014
Q1 		$1.94M Buy
16,660
+353
+2% +$40.7K 0.88% 23
2013
Q4 		$1.88M Buy
16,307
+1,784
+12% +$197K 0.85% 24
2013
Q3 		$1.55M Buy
14,523
+256
+2% +$26.5K 0.79% 24
2013
Q2 		$1.39M Buy
+14,267
New +$1.36M 0.75% 24

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Huntington Steele's IWM Position: Q1 2018 in Review

Huntington Steele increased its iShares Russell 2000 ETF (IWM) stake by 0.15% in Q1 2018, buying an estimated $4.63K and bringing the position to 20,598 shares worth $3.13M. The position accounts for 0.81% of the portfolio, ranked #21.

Huntington Steele first reported a position in IWM in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.14M in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Huntington Steele held 20,598 shares of iShares Russell 2000 ETF worth $3.13M as of Q1 2018.
  • Huntington Steele bought 30 iShares Russell 2000 ETF shares in Q1 2018, an estimated $4.63K.
  • iShares Russell 2000 ETF made up 0.81% of Huntington Steele's portfolio in Q1 2018, its #21 holding.
  • Huntington Steele first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 20 quarters since.
  • Huntington Steele's iShares Russell 2000 ETF position peaked at $3.14M in Q4 2017.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.