Julex Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Julex Capital 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
2019 Q3	$1K	Buy	9 +5	+125%	+$763	﹤0.01%	158
2019 Q2	$0	Sell	4 -4	-50%	-$617	﹤0.01%	178
2019 Q1	$1.22K	Sell	8 -142	-95%	-$21.3K	﹤0.01%	129
2018 Q4	$20K	Buy	+150	New	+$22.4K	0.01%	24

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Julex Capital Management's IWM Position: Q3 2019 in Review

Julex Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 125% in Q3 2019, buying an estimated $763 and bringing the position to 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Julex Capital Management first reported a position in IWM in Q4 2018 and has held it in 4 quarters since. The position peaked at $20K in Q4 2018. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Julex Capital Management held 9 shares of iShares Russell 2000 ETF worth $1K as of Q3 2019.
Julex Capital Management bought 5 iShares Russell 2000 ETF shares in Q3 2019, an estimated $763.
iShares Russell 2000 ETF made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #158 holding.
Julex Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 4 quarters since.
Julex Capital Management's iShares Russell 2000 ETF position peaked at $20K in Q4 2018.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.