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

Miles 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
2020
Q1 		$2.04M Buy
17,812
+11,535
+184% +$1.72M 2.2% 5
2019
Q4 		$1.04M Buy
6,277
+36
+0.6% +$5.69K 0.83% 27
2019
Q3 		$945K Sell
6,241
-329
-5% -$50.2K 0.78% 30
2019
Q2 		$1.02M Buy
6,570
+762
+13% +$117K 0.83% 28
2019
Q1 		$889K Sell
5,808
-2
-0% -$301 0.77% 40
2018
Q4 		$778K Sell
5,810
-5
-0.1% -$746 0.77% 39
2018
Q3 		$980K Sell
5,815
-5
-0.1% -$844 0.79% 33
2018
Q2 		$953K Sell
5,820
-20
-0.3% -$3.2K 0.59% 32
2018
Q1 		$887K Hold
5,840
– – 0.49% 49
2017
Q4 		$890K Buy
5,840
+15
+0.3% +$2.25K 0.52% 47
2017
Q3 		$863K Buy
5,825
+4,279
+277% +$602K 0.49% 47
2017
Q2 		$218K Hold
1,546
– – 0.12% 176
2017
Q1 		$213K Hold
1,546
– – 0.12% 178
2016
Q4 		$208K Sell
1,546
-3,299
-68% -$422K 0.13% 168
2016
Q3 		$602K Hold
4,845
– – 0.41% 57
2016
Q2 		$557K Hold
4,845
– – 0.38% 60
2016
Q1 		$536K Sell
4,845
-13,385
-73% -$1.39M 0.36% 69
2015
Q4 		$2.05M Sell
18,230
-72
-0.4% -$8.3K 1.4% 7
2015
Q3 		$2M Buy
18,302
+1,046
+6% +$124K 1.44% 6
2015
Q2 		$2.15M Sell
17,256
-466
-3% -$58.2K 1.41% 8
2015
Q1 		$2.2M Sell
17,722
-24,328
-58% -$2.93M 1.31% 9
2014
Q4 		$5.03M Sell
42,050
-573
-1% -$65.5K 2.71% 6
2014
Q3 		$4.66M Sell
42,623
-460
-1% -$52.6K 2.47% 7
2014
Q2 		$5.12M Sell
43,083
-969
-2% -$110K 2.58% 7
2014
Q1 		$5.13M Sell
44,052
-5,828
-12% -$672K 2.66% 7
2013
Q4 		$5.75M Sell
49,880
-22
-0% -$2.43K 2.82% 6
2013
Q3 		$5.32M Sell
49,902
-20,416
-29% -$2.11M 3.03% 6
2013
Q2 		$6.82M Buy
+70,318
New +$6.72M 3.15% 6

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Miles Capital's IWM Position: Q1 2020 in Review

Miles Capital increased its iShares Russell 2000 ETF (IWM) stake by 184% in Q1 2020, buying an estimated $1.72M and bringing the position to 17,812 shares worth $2.04M. The position accounts for 2.2% of the portfolio, ranked #5.

Miles Capital first reported a position in IWM in Q2 2013 and has held it in 28 quarters since. The position peaked at $6.82M in Q2 2013. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Miles Capital held 17,812 shares of iShares Russell 2000 ETF worth $2.04M as of Q1 2020.
  • Miles Capital bought 11,535 iShares Russell 2000 ETF shares in Q1 2020, an estimated $1.72M.
  • iShares Russell 2000 ETF made up 2.2% of Miles Capital's portfolio in Q1 2020, its #5 holding.
  • Miles Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 28 quarters since.
  • Miles Capital's iShares Russell 2000 ETF position peaked at $6.82M in Q2 2013.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Miles Capital's 13F filing for Q1 2020, filed 13 May 2020.