Ogorek Anthony Joseph’s iShares Russell 2000 ETF IWM Stock Holding History

Ogorek Anthony Joseph’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
2019 Q2	–	Sell	-12	Closed	-$1K	–	159
2019 Q1	$1K	Hold	12	–	–	﹤0.01%	151
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	150
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	146
2018 Q2	$1K	Hold	12	–	–	﹤0.01%	125
2018 Q1	$1K	Hold	12	–	–	﹤0.01%	124
2017 Q4	$1K	Buy	+12	New	+$1.8K	﹤0.01%	119

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ogorek Anthony Joseph's IWM Position: Q2 2019 in Review

Ogorek Anthony Joseph sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Ogorek Anthony Joseph first reported a position in IWM in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q3 2018. 1,369 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

Ogorek Anthony Joseph reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
Ogorek Anthony Joseph sold 12 iShares Russell 2000 ETF shares in Q2 2019, an estimated $1K.
Ogorek Anthony Joseph first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 6 quarters.
Ogorek Anthony Joseph's iShares Russell 2000 ETF position peaked at $2K in Q3 2018.
1,369 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2019, filed 15 Jul 2019.