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Koch Industries’s iShares Russell 2000 ETF IWM Stock Holding History

Koch Industries’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
Q1 		– Sell
-75,214
Closed -$11.5M – 922
2017
Q4 		$11.5M Sell
75,214
-170,699
-69% -$25.6M 1.68% 11
2017
Q3 		$36.4M Buy
245,913
+81,690
+50% +$11.5M 8.65% 2
2017
Q2 		$23.1M Buy
164,223
+93,067
+131% +$12.9M 6.31% 3
2017
Q1 		$9.78M Buy
71,156
+30,765
+76% +$4.2M 8.32% 2
2016
Q4 		$5.45M Buy
40,391
+38,548
+2,092% +$4.93M 12.43% 2
2016
Q3 		$229K Buy
+1,843
New +$224K 0.59% 6

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Koch Industries's IWM Position: Q1 2018 in Review

Koch Industries sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 75,214 shares — an estimated $11.5M sold.

Koch Industries first reported a position in IWM in Q3 2016 and held it in 6 quarters. The position peaked at $36.4M in Q3 2017. 1,236 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Koch Industries reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • Koch Industries sold 75,214 iShares Russell 2000 ETF shares in Q1 2018, an estimated $11.5M.
  • Koch Industries first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 6 quarters.
  • Koch Industries's iShares Russell 2000 ETF position peaked at $36.4M in Q3 2017.
  • 1,236 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Koch Industries's 13F filing for Q1 2018, filed 14 May 2018.