PHH Investments’s iShares Russell 2000 ETF IWM Stock Holding History

PHH Investments’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	$1.91M	Buy	11,509 +265	+2%	+$41.9K	0.5%	24
2019 Q3	$1.7M	Buy	11,244 +356	+3%	+$54.4K	0.47%	27
2019 Q2	$1.69M	Sell	10,888 -38	-0.3%	-$5.86K	0.48%	28
2019 Q1	$1.67M	Buy	10,926 +491	+5%	+$73.8K	0.49%	28
2018 Q4	$1.4M	Sell	10,435 -634	-6%	-$94.6K	0.45%	32
2018 Q3	$1.87M	Sell	11,069 -82	-0.7%	-$13.8K	0.54%	24
2018 Q2	$1.83M	Buy	11,151 +284	+3%	+$45.4K	0.56%	17
2018 Q1	$1.65M	Sell	10,867 -2,974	-21%	-$459K	0.51%	20
2017 Q4	$2.11M	Buy	+13,841	New	+$2.08M	0.64%	17

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

PHH Investments's IWM Position: Q4 2019 in Review

PHH Investments increased its iShares Russell 2000 ETF (IWM) stake by 2.4% in Q4 2019, buying an estimated $41.9K and bringing the position to 11,509 shares worth $1.91M. The position accounts for 0.5% of the portfolio, ranked #24.

PHH Investments first reported a position in IWM in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2017. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

PHH Investments held 11,509 shares of iShares Russell 2000 ETF worth $1.91M as of Q4 2019.
PHH Investments bought 265 iShares Russell 2000 ETF shares in Q4 2019, an estimated $41.9K.
iShares Russell 2000 ETF made up 0.5% of PHH Investments's portfolio in Q4 2019, its #24 holding.
PHH Investments first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 9 quarters since.
PHH Investments's iShares Russell 2000 ETF position peaked at $2.11M in Q4 2017.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.