Princeton Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Princeton Capital Management’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	-124	Closed	-$19K	–	148
2019 Q3	$19K	Hold	124	–	–	0.01%	192
2019 Q2	$19K	Hold	124	–	–	0.01%	194
2019 Q1	$19K	Hold	124	–	–	0.01%	190
2018 Q4	$17K	Hold	124	–	–	0.01%	197
2018 Q3	$21K	Buy	124 +60	+94%	+$10.1K	0.01%	209
2018 Q2	$10K	Buy	+64	New	+$10.2K	﹤0.01%	252
2013 Q3	–	Sell	-2,800	Closed	-$272K	–	96
2013 Q2	$272K	Buy	+2,800	New	+$267K	0.26%	82

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Princeton Capital Management's IWM Position: Q4 2019 in Review

Princeton Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 124 shares — an estimated $19K sold.

Princeton Capital Management first reported a position in IWM in Q2 2013 and held it in 7 quarters. The position peaked at $272K in Q2 2013. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Princeton Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 124 iShares Russell 2000 ETF shares in Q4 2019, an estimated $19K.
Princeton Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 7 quarters.
Princeton Capital Management's iShares Russell 2000 ETF position peaked at $272K in Q2 2013.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.