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Lodestar Investment Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Lodestar Investment Counsel’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
Q2 		$967K Hold
6,218
– – 0.1% 97
2019
Q1 		$952K Hold
6,218
– – 0.1% 96
2018
Q4 		$833K Buy
6,218
+1,200
+24% +$179K 0.1% 98
2018
Q3 		$846K Sell
5,018
-75
-1% -$12.7K 0.09% 101
2018
Q2 		$834K Sell
5,093
-48
-0.9% -$7.68K 0.1% 101
2018
Q1 		$781K Hold
5,141
– – 0.09% 103
2017
Q4 		$784K Sell
5,141
-2,177
-30% -$327K 0.09% 101
2017
Q3 		$1.08M Buy
7,318
+133
+2% +$18.7K 0.13% 83
2017
Q2 		$1.01M Buy
7,185
+75
+1% +$10.4K 0.13% 80
2017
Q1 		$977K Sell
7,110
-100
-1% -$13.7K 0.13% 78
2016
Q4 		$972K Hold
7,210
– – 0.13% 79
2016
Q3 		$896K Buy
7,210
+100
+1% +$12.2K 0.12% 79
2016
Q2 		$818K Buy
7,110
+75
+1% +$8.46K 0.12% 83
2016
Q1 		$778K Sell
7,035
-250
-3% -$25.9K 0.11% 87
2015
Q4 		$820K Buy
7,285
+60
+0.8% +$6.92K 0.13% 79
2015
Q3 		$789K Buy
7,225
+250
+4% +$29.6K 0.13% 78
2015
Q2 		$871K Sell
6,975
-1,023
-13% -$128K 0.14% 79
2015
Q1 		$995K Buy
7,998
+1,223
+18% +$147K 0.15% 71
2014
Q4 		$810K Hold
6,775
– – 0.23% 55
2014
Q3 		$741K Hold
6,775
– – 0.23% 58
2014
Q2 		$805K Buy
6,775
+625
+10% +$71K 0.24% 58
2014
Q1 		$715K Hold
6,150
– – 0.22% 62
2013
Q4 		$709K Hold
6,150
– – 0.23% 61
2013
Q3 		$656K Buy
6,150
+200
+3% +$20.7K 0.24% 59
2013
Q2 		$577K Buy
+5,950
New +$568K 0.22% 59

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lodestar Investment Counsel's IWM Position: Q2 2019 in Review

Lodestar Investment Counsel held its iShares Russell 2000 ETF (IWM) position steady in Q2 2019 at 6,218 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #97.

Lodestar Investment Counsel first reported a position in IWM in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.08M in Q3 2017. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Lodestar Investment Counsel held 6,218 shares of iShares Russell 2000 ETF worth $967K as of Q2 2019.
  • Lodestar Investment Counsel left its iShares Russell 2000 ETF share count unchanged in Q2 2019.
  • iShares Russell 2000 ETF made up 0.1% of Lodestar Investment Counsel's portfolio in Q2 2019, its #97 holding.
  • Lodestar Investment Counsel first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's iShares Russell 2000 ETF position peaked at $1.08M in Q3 2017.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.