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Quad-Cities Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Quad-Cities Investment 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
2019
Q4 		– Sell
-88
Closed -$13K – 431
2019
Q3 		$13K Hold
88
– – 0.01% 558
2019
Q2 		$14K Buy
+88
New +$13.6K 0.01% 562

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Quad-Cities Investment Group's IWM Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 88 shares — an estimated $13K sold.

Quad-Cities Investment Group first reported a position in IWM in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q2 2019. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • Quad-Cities Investment Group reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • Quad-Cities Investment Group sold 88 iShares Russell 2000 ETF shares in Q4 2019, an estimated $13K.
  • Quad-Cities Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2019 and held it in 2 quarters.
  • Quad-Cities Investment Group's iShares Russell 2000 ETF position peaked at $14K in Q2 2019.
  • 1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.