Osborn Williams & Donohoe’s iShares Russell 2000 ETF IWM Stock Holding History

Osborn Williams & Donohoe’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	–	Sell	-19,198	Closed	-$3.18M	–	283
2019 Q4	$3.18M	Sell	19,198 -4,976	-21%	-$786K	0.32%	86
2019 Q3	$3.66M	Sell	24,174 -984	-4%	-$150K	0.37%	79
2019 Q2	$3.91M	Buy	25,158 +1,358	+6%	+$209K	0.4%	71
2019 Q1	$3.74M	Buy	+23,800	New	+$3.58M	0.38%	74

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osborn Williams & Donohoe's IWM Position: Q1 2020 in Review

Osborn Williams & Donohoe sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 19,198 shares — an estimated $3.18M sold.

Osborn Williams & Donohoe first reported a position in IWM in Q1 2019 and held it in 4 quarters. The position peaked at $3.91M in Q2 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Osborn Williams & Donohoe reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Osborn Williams & Donohoe sold 19,198 iShares Russell 2000 ETF shares in Q1 2020, an estimated $3.18M.
Osborn Williams & Donohoe first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 4 quarters.
Osborn Williams & Donohoe's iShares Russell 2000 ETF position peaked at $3.91M in Q2 2019.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.