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

Lourd 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
2019
Q2 		$2.33M Hold
14,987
– – 0.22% 21
2019
Q1 		$2.29M Hold
14,987
– – 0.23% 19
2018
Q4 		$2.01M Hold
14,987
– – 0.16% 29
2018
Q3 		$2.53M Hold
14,987
– – 0.16% 27
2018
Q2 		$2.45M Sell
14,987
-1,400
-9% -$224K 0.34% 24
2018
Q1 		$2.49M Hold
16,387
– – 0.33% 24
2017
Q4 		$2.5M Hold
16,387
– – 0.16% 25
2017
Q3 		$2.43M Hold
16,387
– – 0.22% 15
2017
Q2 		$2.31M Hold
16,387
– – 0.22% 16
2017
Q1 		$2.25M Sell
16,387
-47
-0.3% -$6.42K 0.22% 15
2016
Q4 		$2.22M Buy
16,434
+47
+0.3% +$6.01K 0.22% 17
2016
Q3 		$2.04M Sell
16,387
-1,150
-7% -$140K 0.22% 18
2016
Q2 		$2.02M Hold
17,537
– – 0.57% 19
2016
Q1 		$1.94M Sell
17,537
-10,023
-36% -$1.04M 0.21% 20
2015
Q4 		$3.1M Sell
27,560
-63
-0.2% -$7.27K 0.33% 19
2015
Q3 		$3.02M Sell
27,623
-891
-3% -$106K 0.33% 20
2015
Q2 		$3.56M Hold
28,514
– – 0.36% 17
2015
Q1 		$3.55M Buy
28,514
+5,496
+24% +$662K 0.35% 18
2014
Q4 		$2.75M Buy
23,018
+8
+0% +$915 0.26% 20
2014
Q3 		$2.52M Buy
23,010
+2,131
+10% +$244K 0.26% 21
2014
Q2 		$2.48M Buy
20,879
+4,532
+28% +$515K 0.26% 21
2014
Q1 		$1.9M Sell
16,347
-1,900
-10% -$219K 0.21% 23
2013
Q4 		$2.1M Sell
18,247
-129
-0.7% -$14.2K 0.23% 23
2013
Q3 		$1.96M Hold
18,376
– – 0.23% 21
2013
Q2 		$1.78M Buy
+18,376
New +$1.75M 0.21% 23

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

Lourd Capital's IWM Position: Q2 2019 in Review

Lourd Capital held its iShares Russell 2000 ETF (IWM) position steady in Q2 2019 at 14,987 shares worth $2.33M. The position accounts for 0.22% of the portfolio, ranked #21.

Lourd Capital first reported a position in IWM in Q2 2013 and has held it in 25 quarters since. The position peaked at $3.56M in Q2 2015. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • Lourd Capital held 14,987 shares of iShares Russell 2000 ETF worth $2.33M as of Q2 2019.
  • Lourd Capital left its iShares Russell 2000 ETF share count unchanged in Q2 2019.
  • iShares Russell 2000 ETF made up 0.22% of Lourd Capital's portfolio in Q2 2019, its #21 holding.
  • Lourd Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 25 quarters since.
  • Lourd Capital's iShares Russell 2000 ETF position peaked at $3.56M in Q2 2015.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.