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IFC Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

IFC Holdings’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 		– Sell
-25,271
Closed -$3.85M – 211
2017
Q4 		$3.85M Sell
25,271
-2,915
-10% -$438K 0.26% 57
2017
Q3 		$4.17M Buy
28,186
+810
+3% +$114K 0.29% 50
2017
Q2 		$3.86M Buy
27,376
+4,714
+21% +$652K 0.3% 50
2017
Q1 		$3.11M Sell
22,662
-4,595
-17% -$628K 0.27% 60
2016
Q4 		$3.68M Sell
27,257
-602
-2% -$76.9K 0.37% 43
2016
Q3 		$3.46M Sell
27,859
-721
-3% -$87.6K 0.36% 54
2016
Q2 		$3.3M Sell
28,580
-1,134
-4% -$128K 0.37% 58
2016
Q1 		$3.3M Sell
29,714
-1,698
-5% -$176K 0.42% 45
2015
Q4 		$3.53M Buy
31,412
+2,299
+8% +$265K 0.47% 42
2015
Q3 		$3.24M Buy
29,113
+1,917
+7% +$227K 0.49% 38
2015
Q2 		$3.46M Buy
27,196
+694
+3% +$86.7K 0.5% 39
2015
Q1 		$3.27M Buy
26,502
+1,724
+7% +$208K 0.5% 45
2014
Q4 		$2.99M Buy
24,778
+1,444
+6% +$165K 0.49% 50
2014
Q3 		$2.56M Buy
23,334
+28
+0.1% +$3.2K 0.46% 51
2014
Q2 		$2.76M Sell
23,306
-10,769
-32% -$1.22M 0.51% 48
2014
Q1 		$3.9M Buy
34,075
+7,200
+27% +$831K 0.8% 28
2013
Q4 		$3.1M Buy
26,875
+4,891
+22% +$540K 0.65% 33
2013
Q3 		$2.34M Buy
21,984
+10,221
+87% +$1.06M 0.51% 42
2013
Q2 		$1.14M Buy
+11,763
New +$1.12M 0.27% 86

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

IFC Holdings's IWM Position: Q1 2018 in Review

IFC Holdings sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 25,271 shares — an estimated $3.85M sold.

IFC Holdings first reported a position in IWM in Q2 2013 and held it in 19 quarters. The position peaked at $4.17M in Q3 2017. 1,236 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • IFC Holdings reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 25,271 iShares Russell 2000 ETF shares in Q1 2018, an estimated $3.85M.
  • IFC Holdings first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 19 quarters.
  • IFC Holdings's iShares Russell 2000 ETF position peaked at $4.17M in Q3 2017.
  • 1,236 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.