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Phoenix Investment Adviser’s iShares Russell 2000 ETF IWM Stock Holding History

Phoenix Investment Adviser’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
Q3 		– Sell
-13,959
Closed -$2.17M – 34
2019
Q2 		$2.17M Buy
+13,959
New +$2.15M 3.96% 4

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Phoenix Investment Adviser's IWM Position: Q3 2019 in Review

Phoenix Investment Adviser sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 13,959 shares — an estimated $2.17M sold.

Phoenix Investment Adviser first reported a position in IWM in Q2 2019 and held it in 1 quarter. The position peaked at $2.17M in Q2 2019. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • Phoenix Investment Adviser reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
  • Phoenix Investment Adviser sold 13,959 iShares Russell 2000 ETF shares in Q3 2019, an estimated $2.17M.
  • Phoenix Investment Adviser first reported a position in iShares Russell 2000 ETF in Q2 2019 and held it in 1 quarter.
  • Phoenix Investment Adviser's iShares Russell 2000 ETF position peaked at $2.17M in Q2 2019.
  • 1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Phoenix Investment Adviser's 13F filing for Q3 2019, filed 13 Nov 2019.