Jupiter Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Jupiter Asset 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
2018 Q4	–	Sell	-3,149	Closed	-$531K	–	238
2018 Q3	$531K	Sell	3,149 -1,740	-36%	-$294K	0.02%	235
2018 Q2	$800K	Buy	4,889 +1,889	+63%	+$302K	0.02%	230
2018 Q1	$455K	Buy	+3,000	New	+$463K	0.01%	226
2017 Q2	–	Sell	-12,050	Closed	-$1.66M	–	218
2017 Q1	$1.66M	Buy	+12,050	New	+$1.65M	0.06%	204

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Jupiter Asset Management's IWM Position: Q4 2018 in Review

Jupiter Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 3,149 shares — an estimated $531K sold.

Jupiter Asset Management first reported a position in IWM in Q1 2017 and held it in 4 quarters. The position peaked at $1.66M in Q1 2017. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Jupiter Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Jupiter Asset Management sold 3,149 iShares Russell 2000 ETF shares in Q4 2018, an estimated $531K.
Jupiter Asset Management first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 4 quarters.
Jupiter Asset Management's iShares Russell 2000 ETF position peaked at $1.66M in Q1 2017.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Jupiter Asset Management's 13F filing for Q4 2018, filed 11 Feb 2019.