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Longer Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Longer Investments’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
Q1 		$11.1M Buy
+72,255
New +$10.9M 13.08% 1
2018
Q1 		– Sell
-64,290
Closed -$9.8M – 40
2017
Q4 		$9.8M Buy
64,290
+11,025
+21% +$1.66M 8.2% 2
2017
Q3 		$7.89M Sell
53,265
-2,910
-5% -$409K 7.04% 3
2017
Q2 		$7.92M Buy
+56,175
New +$7.77M 6.93% 3
2016
Q3 		– Sell
-3,000
Closed -$345K – 40
2016
Q2 		$345K Sell
3,000
-2,925
-49% -$330K 0.38% 31
2016
Q1 		$655K Buy
5,925
+1,250
+27% +$129K 0.54% 40
2015
Q4 		$526K Sell
4,675
-1,325
-22% -$153K 0.46% 35
2015
Q3 		$655K Buy
6,000
+450
+8% +$53.4K 0.77% 24
2015
Q2 		$693K Sell
5,550
-23,165
-81% -$2.89M 0.61% 37
2015
Q1 		$3.57M Sell
28,715
-21,510
-43% -$2.59M 2.72% 11
2014
Q4 		$6.01M Buy
50,225
+42,125
+520% +$4.82M 4.45% 7
2014
Q3 		$886K Buy
8,100
+250
+3% +$28.6K 0.72% 33
2014
Q2 		$933K Buy
7,850
+3,920
+100% +$445K 0.71% 39
2014
Q1 		$457K Buy
+3,930
New +$453K 0.36% 36

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Longer Investments's IWM Position: Q1 2019 in Review

Longer Investments opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2019: 72,255 shares worth $11.1M. The stake represents 13.08% of the portfolio and ranks #1 among its holdings. This is a return to the name: Longer Investments previously reported a position in IWM as recently as Q4 2017.

Longer Investments first reported a position in IWM in Q1 2014 and has held it in 14 quarters since. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • Longer Investments held 72,255 shares of iShares Russell 2000 ETF worth $11.1M as of Q1 2019.
  • iShares Russell 2000 ETF was a new Longer Investments position in Q1 2019.
  • iShares Russell 2000 ETF made up 13.08% of Longer Investments's portfolio in Q1 2019, its #1 holding.
  • Longer Investments first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 14 quarters since.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.