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Leonetti & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Leonetti & Associates’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 		$14.4M Sell
107,717
-113,615
-51% -$17M 5.31% 5
2018
Q3 		$37.3M Buy
221,332
+2,492
+1% +$421K 9.55% 3
2018
Q2 		$35.8M Buy
218,840
+3,067
+1% +$491K 9.73% 2
2018
Q1 		$32.8M Sell
215,773
-165,351
-43% -$25.5M 9.5% 2
2017
Q4 		$58.1M Buy
381,124
+4,188
+1% +$629K 15.59% 2
2017
Q3 		$55.9M Buy
376,936
+5,243
+1% +$738K 14.87% 2
2017
Q2 		$52.4M Sell
371,693
-7,014
-2% -$971K 14.81% 2
2017
Q1 		$52.1M Sell
378,707
-76,340
-17% -$10.4M 15.12% 2
2016
Q4 		$61.4M Buy
455,047
+86,347
+23% +$11M 18.07% 1
2016
Q3 		$45.8M Buy
368,700
+6,122
+2% +$744K 12.93% 1
2016
Q2 		$41.7M Buy
362,578
+20,291
+6% +$2.29M 11.94% 1
2016
Q1 		$37.9M Buy
342,287
+4,295
+1% +$445K 11.04% 1
2015
Q4 		$38.1M Buy
337,992
+8,731
+3% +$1.01M 11.38% 1
2015
Q3 		$36M Buy
329,261
+9,536
+3% +$1.13M 11.37% 1
2015
Q2 		$39.9M Buy
319,725
+36,290
+13% +$4.53M 11.4% 1
2015
Q1 		$35.3M Buy
283,435
+16,028
+6% +$1.93M 10.5% 1
2014
Q4 		$32M Buy
267,407
+5,734
+2% +$656K 9.97% 2
2014
Q3 		$28.6M Buy
261,673
+1,693
+0.7% +$194K 9.18% 2
2014
Q2 		$30.9M Buy
259,980
+4,931
+2% +$560K 10.6% 2
2014
Q1 		$29.7M Buy
255,049
+1,361
+0.5% +$157K 9.99% 2
2013
Q4 		$29.3M Buy
253,688
+2,727
+1% +$301K 10.15% 2
2013
Q3 		$26.8M Sell
250,961
-3,031
-1% -$314K 9.76% 2
2013
Q2 		$24.6M Buy
+253,992
New +$24.3M 9.43% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Leonetti & Associates's IWM Position: Q4 2018 in Review

Leonetti & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 51% in Q4 2018, selling an estimated $17M and leaving 107,717 shares worth $14.4M. The position accounts for 5.31% of the portfolio, ranked #5.

Leonetti & Associates first reported a position in IWM in Q2 2013 and has held it in 23 quarters since. The position peaked at $61.4M in Q4 2016. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Leonetti & Associates held 107,717 shares of iShares Russell 2000 ETF worth $14.4M as of Q4 2018.
  • Leonetti & Associates sold 113,615 iShares Russell 2000 ETF shares in Q4 2018, an estimated $17M.
  • iShares Russell 2000 ETF made up 5.31% of Leonetti & Associates's portfolio in Q4 2018, its #5 holding.
  • Leonetti & Associates first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 23 quarters since.
  • Leonetti & Associates's iShares Russell 2000 ETF position peaked at $61.4M in Q4 2016.
  • 1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.