Pecaut & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Pecaut & Co’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 Q4	–	Sell	-2	Closed	–	–	70
2019 Q3	$0	Buy	+2	New	+$305	﹤0.01%	74
2019 Q1	–	Sell	-390	Closed	-$52K	–	73
2018 Q4	$52K	Sell	390 -390	-50%	-$58.2K	0.04%	60
2018 Q3	$131K	Buy	+780	New	+$132K	0.09%	62

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Pecaut & Co's IWM Position: Q4 2019 in Review

Pecaut & Co sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 2 shares.

Pecaut & Co first reported a position in IWM in Q3 2018 and held it in 3 quarters. The position peaked at $131K in Q3 2018. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Pecaut & Co reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Pecaut & Co sold 2 iShares Russell 2000 ETF shares in Q4 2019.
Pecaut & Co first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 3 quarters.
Pecaut & Co's iShares Russell 2000 ETF position peaked at $131K in Q3 2018.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Pecaut & Co's 13F filing for Q4 2019, filed 4 Feb 2020.