Portfolio Solutions’s iShares Russell 2000 ETF IWM Stock Holding History

Portfolio Solutions’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
2018 Q2	–	Sell	-485	Closed	-$74K	–	108
2018 Q1	$74K	Hold	485	–	–	0.01%	65
2017 Q4	$74K	Hold	485	–	–	0.01%	63
2017 Q3	$72K	Hold	485	–	–	0.01%	61
2017 Q2	$68K	Sell	485 -360	-43%	-$49.8K	0.01%	60
2017 Q1	$116K	Buy	+845	New	+$115K	0.02%	42

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Portfolio Solutions's IWM Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 485 shares — an estimated $74K sold.

Portfolio Solutions first reported a position in IWM in Q1 2017 and held it in 5 quarters. The position peaked at $116K in Q1 2017. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

Portfolio Solutions reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 485 iShares Russell 2000 ETF shares in Q2 2018, an estimated $74K.
Portfolio Solutions first reported a position in iShares Russell 2000 ETF in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's iShares Russell 2000 ETF position peaked at $116K in Q1 2017.
1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.