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Princeton Portfolio Strategies Group’s iShares Russell 2000 ETF IWM Stock Holding History

Princeton Portfolio Strategies Group’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 		– Sell
-17,500
Closed -$2.61M – 158
2017
Q3 		$2.61M Buy
+17,500
New +$2.46M 0.71% 50
2017
Q2 		– Sell
-10,000
Closed -$1.38M – 176
2017
Q1 		$1.38M Buy
10,000
+5,000
+100% +$683K 0.41% 69
2016
Q4 		$674K Buy
+5,000
New +$639K 0.21% 96

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Princeton Portfolio Strategies Group's IWM Position: Q4 2017 in Review

Princeton Portfolio Strategies Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 17,500 shares — an estimated $2.61M sold.

Princeton Portfolio Strategies Group first reported a position in IWM in Q4 2016 and held it in 3 quarters. The position peaked at $2.61M in Q3 2017. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Princeton Portfolio Strategies Group reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 17,500 iShares Russell 2000 ETF shares in Q4 2017, an estimated $2.61M.
  • Princeton Portfolio Strategies Group first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 3 quarters.
  • Princeton Portfolio Strategies Group's iShares Russell 2000 ETF position peaked at $2.61M in Q3 2017.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2017, filed 12 Feb 2018.