JWM
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Jacobus Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jacobus Wealth 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
Q3 		$288K Buy
1,945
+110
+6% +$15.5K 0.08% 134
2017
Q2 		$259K Buy
1,835
+190
+12% +$26.3K 0.07% 143
2017
Q1 		$226K Buy
1,645
+100
+6% +$13.7K 0.06% 146
2016
Q4 		$208K Sell
1,545
-2,830
-65% -$362K 0.06% 151
2016
Q3 		$543K Buy
4,375
+713
+19% +$86.7K 0.16% 98
2016
Q2 		$421K Sell
3,662
-148
-4% -$16.7K 0.13% 115
2016
Q1 		$422K Sell
3,810
-4,084
-52% -$423K 0.12% 137
2015
Q4 		$889K Sell
7,894
-1,600
-17% -$185K 0.25% 80
2015
Q3 		$1.04M Hold
9,494
– – 0.3% 70
2015
Q2 		$1.19M Buy
9,494
+4,712
+99% +$589K 0.29% 68
2015
Q1 		$595K Buy
4,782
+207
+5% +$25K 0.15% 111
2014
Q4 		$547K Buy
4,575
+2,300
+101% +$263K 0.14% 116
2014
Q3 		$249K Hold
2,275
– – 0.07% 187
2014
Q2 		$270K Hold
2,275
– – 0.07% 189
2014
Q1 		$265K Sell
2,275
-65
-3% -$7.5K 0.06% 195
2013
Q4 		$270K Buy
2,340
+35
+2% +$3.87K 0.08% 182
2013
Q3 		$246K Buy
2,305
+1,195
+108% +$124K 0.09% 157
2013
Q2 		$108K Buy
+1,110
New +$106K 0.04% 226

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

Jacobus Wealth Management's IWM Position: Q3 2017 in Review

Jacobus Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 6% in Q3 2017, buying an estimated $15.5K and bringing the position to 1,945 shares worth $288K. The position accounts for 0.08% of the portfolio, ranked #134.

Jacobus Wealth Management first reported a position in IWM in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.19M in Q2 2015. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Jacobus Wealth Management held 1,945 shares of iShares Russell 2000 ETF worth $288K as of Q3 2017.
  • Jacobus Wealth Management bought 110 iShares Russell 2000 ETF shares in Q3 2017, an estimated $15.5K.
  • iShares Russell 2000 ETF made up 0.08% of Jacobus Wealth Management's portfolio in Q3 2017, its #134 holding.
  • Jacobus Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 18 quarters since.
  • Jacobus Wealth Management's iShares Russell 2000 ETF position peaked at $1.19M in Q2 2015.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.