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O'Brien Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

O'Brien Wealth Partners’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
Q4 		– Sell
-89
Closed -$15K – 138
2018
Q3 		$15K Buy
89
+70
+368% +$11.8K 0.01% 116
2018
Q2 		$3K Buy
+19
New +$3.04K ﹤0.01% 83

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

O'Brien Wealth Partners's IWM Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 89 shares — an estimated $15K sold.

O'Brien Wealth Partners first reported a position in IWM in Q2 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 89 iShares Russell 2000 ETF shares in Q4 2018, an estimated $15K.
  • O'Brien Wealth Partners first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's iShares Russell 2000 ETF position peaked at $15K in Q3 2018.
  • 1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.