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Matthew Goff Investment Advisor’s iShares Russell 2000 ETF IWM Stock Holding History

Matthew Goff Investment Advisor’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
Q3 		– Sell
-4,553
Closed -$553K – 72
2018
Q2 		$553K Buy
+4,553
New +$728K 0.22% 53

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Matthew Goff Investment Advisor's IWM Position: Q3 2018 in Review

Matthew Goff Investment Advisor sold out of iShares Russell 2000 ETF (IWM) in Q3 2018, closing a stake of 4,553 shares — an estimated $553K sold.

Matthew Goff Investment Advisor first reported a position in IWM in Q2 2018 and held it in 1 quarter. The position peaked at $553K in Q2 2018. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

  • Matthew Goff Investment Advisor reported no remaining iShares Russell 2000 ETF position as of Q3 2018 after selling out during the quarter.
  • Matthew Goff Investment Advisor sold 4,553 iShares Russell 2000 ETF shares in Q3 2018, an estimated $553K.
  • Matthew Goff Investment Advisor first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 1 quarter.
  • Matthew Goff Investment Advisor's iShares Russell 2000 ETF position peaked at $553K in Q2 2018.
  • 1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Matthew Goff Investment Advisor's 13F filing for Q3 2018, filed 15 Nov 2018.