Oak Point Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Oak Point Wealth Management's IWM Position: Q1 2018 in Review
Oak Point Wealth Management increased its iShares Russell 2000 ETF (IWM) stake by 39% in Q1 2018, buying an estimated $106K and bringing the position to 2,455 shares worth $366K. The position accounts for 0.37% of the portfolio, ranked #72.
Oak Point Wealth Management first reported a position in IWM in Q4 2017 and has held it in 2 quarters since. 1,236 funds tracked by Wall St. Rank hold IWM as of Q1 2018.
- Oak Point Wealth Management held 2,455 shares of iShares Russell 2000 ETF worth $366K as of Q1 2018.
- Oak Point Wealth Management bought 685 iShares Russell 2000 ETF shares in Q1 2018, an estimated $106K.
- iShares Russell 2000 ETF made up 0.37% of Oak Point Wealth Management's portfolio in Q1 2018, its #72 holding.
- Oak Point Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 2 quarters since.
- 1,236 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.
Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.