Mader & Shannon Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mader & Shannon Wealth Management’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 Q3	–	Sell	-12,612	Closed	-$1.96M	–	21
2019 Q2	$1.96M	Buy	+12,612	New	+$1.94M	1.67%	12
2017 Q4	–	Sell	-108,967	Closed	-$16.1M	–	29
2017 Q3	$16.1M	Buy	+108,967	New	+$15.3M	10.37%	2
2016 Q4	–	Sell	-2,111	Closed	-$262K	–	16
2016 Q3	$262K	Buy	+2,111	New	+$257K	0.2%	18
2016 Q2	–	Sell	-121,590	Closed	-$13.5M	–	9
2016 Q1	$13.5M	Buy	121,590 +26,024	+27%	+$2.69M	9.09%	6
2015 Q4	$10.8M	Buy	+95,566	New	+$11M	9.52%	5
2015 Q2	–	Sell	-60,386	Closed	-$7.51M	–	15
2015 Q1	$7.51M	Buy	+60,386	New	+$7.28M	5.04%	7

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mader & Shannon Wealth Management's IWM Position: Q3 2019 in Review

Mader & Shannon Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 12,612 shares — an estimated $1.96M sold.

Mader & Shannon Wealth Management first reported a position in IWM in Q1 2015 and held it in 6 quarters. The position peaked at $16.1M in Q3 2017. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Mader & Shannon Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
Mader & Shannon Wealth Management sold 12,612 iShares Russell 2000 ETF shares in Q3 2019, an estimated $1.96M.
Mader & Shannon Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 6 quarters.
Mader & Shannon Wealth Management's iShares Russell 2000 ETF position peaked at $16.1M in Q3 2017.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.