Portfolio Strategies (Washington)’s iShares Russell 2000 ETF IWM Stock Holding History

Portfolio Strategies (Washington)’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
2017 Q4	$14K	Sell	89 -7,228	-99%	-$1.09M	0.03%	47
2017 Q3	$1.08M	Buy	7,317 +7,129	+3,792%	+$1M	1.79%	16
2017 Q2	$26K	Hold	188	–	–	0.04%	43
2017 Q1	$26K	Sell	188 -67,200	-100%	-$9.18M	0.03%	38
2016 Q4	$9.09M	Buy	+67,388	New	+$8.61M	10.44%	2
2014 Q4	–	Sell	-1,765	Closed	-$193K	–	28
2014 Q3	$193K	Sell	1,765 -6,603	-79%	-$755K	0.22%	38
2014 Q2	$994K	Buy	+8,368	New	+$950K	1.1%	22
2014 Q1	–	Sell	-5,444	Closed	-$627K	–	51
2013 Q4	$627K	Buy	+5,444	New	+$601K	0.81%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Portfolio Strategies (Washington)'s IWM Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its iShares Russell 2000 ETF (IWM) stake by 99% in Q4 2017, selling an estimated $1.09M and leaving 89 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #47.

Portfolio Strategies (Washington) first reported a position in IWM in Q4 2013 and has held it in 8 quarters since. The position peaked at $9.09M in Q4 2016. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Portfolio Strategies (Washington) held 89 shares of iShares Russell 2000 ETF worth $14K as of Q4 2017.
Portfolio Strategies (Washington) sold 7,228 iShares Russell 2000 ETF shares in Q4 2017, an estimated $1.09M.
iShares Russell 2000 ETF made up 0.03% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #47 holding.
Portfolio Strategies (Washington) first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 8 quarters since.
Portfolio Strategies (Washington)'s iShares Russell 2000 ETF position peaked at $9.09M in Q4 2016.
1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.