JOYN Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-47	Closed	-$6K	–	744
2018 Q4	$6K	Hold	47	–	–	﹤0.01%	1181
2018 Q3	$8K	Buy	47 +4	+9%	+$675	﹤0.01%	1025
2018 Q2	$7K	Hold	43	–	–	﹤0.01%	1029
2018 Q1	$7K	Buy	+43	New	+$6.64K	﹤0.01%	808
2015 Q4	–	Sell	-1,672	Closed	-$162K	–	28
2015 Q3	$162K	Hold	1,672	–	–	0.06%	29
2015 Q2	$209K	Sell	1,672 -355	-18%	-$44.3K	0.09%	24
2015 Q1	$252K	Buy	+2,027	New	+$244K	0.1%	23
2014 Q4	–	Sell	-2,868	Closed	-$314K	–	32
2014 Q3	$314K	Buy	+2,868	New	+$328K	0.13%	17
2014 Q2	–	Sell	-1,298	Closed	-$151K	–	39
2014 Q1	$151K	Hold	1,298	–	–	0.07%	19
2013 Q4	$150K	Buy	+1,298	New	+$143K	0.08%	31

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

JOYN Advisors's IWM Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 47 shares — an estimated $6K sold.

JOYN Advisors first reported a position in IWM in Q4 2013 and held it in 10 quarters. The position peaked at $314K in Q3 2014. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

JOYN Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 47 iShares Russell 2000 ETF shares in Q1 2019, an estimated $6K.
JOYN Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 10 quarters.
JOYN Advisors's iShares Russell 2000 ETF position peaked at $314K in Q3 2014.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.