JBF Capital’s iShares Russell 2000 ETF IWM Stock Holding History

JBF Capital’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	–	Sell	-2,000	Closed	-$97K	–	71
2017 Q2	$97K	Buy	+2,000	New	+$277K	0.01%	73
2016 Q2	–	Sell	-2,000	Closed	-$3K	–	139
2016 Q1	$3K	Buy	+2,000	New	+$207K	﹤0.01%	138

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JBF Capital's IWM Position: Q3 2020 in Review

JBF Capital sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 182,500 shares — an estimated $26.1M sold.

JBF Capital first reported a position in IWM in Q4 2015 and held it in 6 quarters. The position peaked at $83.1M in Q4 2015. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

JBF Capital reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
JBF Capital sold 182,500 iShares Russell 2000 ETF shares in Q3 2020, an estimated $26.1M.
JBF Capital first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 6 quarters.
JBF Capital's iShares Russell 2000 ETF position peaked at $83.1M in Q4 2015.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on JBF Capital's 13F filing for Q3 2020, filed 12 Nov 2020.