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National Planning Corporation’s iShares Russell 2000 ETF IWM Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-69
Closed -$10.5K – 26
2017
Q4 		$10.5K Sell
69
-95,817
-100% -$14.4M 1.45% 27
2017
Q3 		$14.2M Buy
95,886
+975
+1% +$137K 1.19% 15
2017
Q2 		$13.5M Sell
94,911
-302,877
-76% -$41.9M 1.03% 18
2017
Q1 		$54M Sell
397,788
-17,858
-4% -$2.44M 4.09% 1
2016
Q4 		$56M Buy
415,646
+31,972
+8% +$4.09M 4.36% 1
2016
Q3 		$45.5M Buy
383,674
+201,132
+110% +$24.4M 3.61% 1
2016
Q2 		$21.8M Buy
182,542
+149,976
+461% +$16.9M 1.69% 9
2016
Q1 		$3.61M Sell
32,566
-7,845
-19% -$812K 0.31% 72
2015
Q4 		$3.96M Buy
40,411
+3,844
+11% +$443K 0.32% 70
2015
Q3 		$4.33M Sell
36,567
-181,376
-83% -$21.5M 0.4% 57
2015
Q2 		$26.2M Buy
217,943
+32,515
+18% +$4.06M 2.35% 2
2015
Q1 		$22.4M Sell
185,428
-35,057
-16% -$4.23M 1.99% 6
2014
Q4 		$25.7M Buy
220,485
+155,428
+239% +$17.8M 1.82% 7
2014
Q3 		$7.13M Sell
65,057
-14,877
-19% -$1.7M 0.54% 40
2014
Q2 		$9.5M Sell
79,934
-4,347
-5% -$494K 0.75% 28
2014
Q1 		$9.98M Sell
84,281
-151,446
-64% -$17.5M 0.86% 23
2013
Q4 		$27.2M Buy
235,727
+108,908
+86% +$12M 2.42% 3
2013
Q3 		$13.7M Buy
126,819
+56,432
+80% +$5.84M 1.33% 10
2013
Q2 		$6.83M Buy
+70,387
New +$6.72M 0.85% 24

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

National Planning Corporation's IWM Position: Q1 2018 in Review

National Planning Corporation sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 69 shares — an estimated $10.5K sold.

National Planning Corporation first reported a position in IWM in Q2 2013 and held it in 19 quarters. The position peaked at $56M in Q4 2016. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • National Planning Corporation reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 69 iShares Russell 2000 ETF shares in Q1 2018, an estimated $10.5K.
  • National Planning Corporation first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 19 quarters.
  • National Planning Corporation's iShares Russell 2000 ETF position peaked at $56M in Q4 2016.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.