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

KHP 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
2018 Q3	$4.62M	Buy	27,414 +248	+0.9%	+$41.9K	2.82%	7
2018 Q2	$4.45M	Buy	27,166 +1,390	+5%	+$222K	2.89%	6
2018 Q1	$3.91M	Buy	25,776 +769	+3%	+$119K	2.71%	8
2017 Q4	$3.81M	Buy	+25,007	New	+$3.76M	2.77%	8

Other funds holding IWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

KHP Capital's IWM Position: Q3 2018 in Review

KHP Capital increased its iShares Russell 2000 ETF (IWM) stake by 0.91% in Q3 2018, buying an estimated $41.9K and bringing the position to 27,414 shares worth $4.62M. The position accounts for 2.82% of the portfolio, ranked #7.

KHP Capital first reported a position in IWM in Q4 2017 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

KHP Capital held 27,414 shares of iShares Russell 2000 ETF worth $4.62M as of Q3 2018.
KHP Capital bought 248 iShares Russell 2000 ETF shares in Q3 2018, an estimated $41.9K.
iShares Russell 2000 ETF made up 2.82% of KHP Capital's portfolio in Q3 2018, its #7 holding.
KHP Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 4 quarters since.
1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on KHP Capital's 13F filing for Q3 2018, filed 8 Nov 2018.