Piedmont Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Piedmont Investment Advisors’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	-2,022	Closed	-$306K	–	922
2019 Q3	$306K	Buy	+2,022	New	+$309K	0.01%	732
2019 Q2	–	Sell	-4,444	Closed	-$680K	–	1096
2019 Q1	$680K	Buy	4,444 +2,814	+173%	+$423K	0.03%	401
2018 Q4	$218K	Sell	1,630 -851	-34%	-$127K	0.01%	893
2018 Q3	$418K	Buy	2,481 +764	+44%	+$129K	0.02%	614
2018 Q2	$281K	Buy	+1,717	New	+$275K	0.01%	665

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

Piedmont Investment Advisors's IWM Position: Q4 2019 in Review

Piedmont Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 2,022 shares — an estimated $306K sold.

Piedmont Investment Advisors first reported a position in IWM in Q2 2018 and held it in 5 quarters. The position peaked at $680K in Q1 2019. 1,603 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Piedmont Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Piedmont Investment Advisors sold 2,022 iShares Russell 2000 ETF shares in Q4 2019, an estimated $306K.
Piedmont Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 5 quarters.
Piedmont Investment Advisors's iShares Russell 2000 ETF position peaked at $680K in Q1 2019.
1,603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Piedmont Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.