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Ronald Blue & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Ronald Blue & Co’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
Q2 		$942K Sell
6,682
-912
-12% -$126K 0.03% 77
2017
Q1 		$1.04M Buy
7,594
+1,442
+23% +$197K 0.04% 75
2016
Q4 		$830K Buy
6,152
+36
+0.6% +$4.6K 0.03% 87
2016
Q3 		$760K Hold
6,116
– – 0.03% 87
2016
Q2 		$703K Hold
6,116
– – 0.03% 91
2016
Q1 		$677K Sell
6,116
-125
-2% -$12.9K 0.04% 73
2015
Q4 		$702K Sell
6,241
-3,957
-39% -$456K 0.04% 75
2015
Q3 		$1.11M Sell
10,198
-224
-2% -$26.6K 0.06% 71
2015
Q2 		$1.3M Sell
10,422
-3,621
-26% -$452K 0.06% 60
2015
Q1 		$1.75M Buy
14,043
+131
+0.9% +$15.8K 0.08% 46
2014
Q4 		$1.67M Sell
13,912
-4,287
-24% -$490K 0.08% 53
2014
Q3 		$1.99M Buy
18,199
+223
+1% +$25.5K 0.13% 37
2014
Q2 		$2.14M Buy
17,976
+5,141
+40% +$584K 0.14% 32
2014
Q1 		$1.49M Buy
12,835
+336
+3% +$38.8K 0.11% 47
2013
Q4 		$1.44M Buy
12,499
+439
+4% +$48.5K 0.11% 57
2013
Q3 		$1.29M Buy
12,060
+477
+4% +$49.3K 0.1% 53
2013
Q2 		$1.12M Buy
+11,583
New +$1.11M 0.09% 40

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ronald Blue & Co's IWM Position: Q2 2017 in Review

Ronald Blue & Co reduced its iShares Russell 2000 ETF (IWM) stake by 12% in Q2 2017, selling an estimated $126K and leaving 6,682 shares worth $942K. The position accounts for 0.03% of the portfolio, ranked #77.

Ronald Blue & Co first reported a position in IWM in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.14M in Q2 2014. 1,082 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

  • Ronald Blue & Co held 6,682 shares of iShares Russell 2000 ETF worth $942K as of Q2 2017.
  • Ronald Blue & Co sold 912 iShares Russell 2000 ETF shares in Q2 2017, an estimated $126K.
  • iShares Russell 2000 ETF made up 0.03% of Ronald Blue & Co's portfolio in Q2 2017, its #77 holding.
  • Ronald Blue & Co first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 17 quarters since.
  • Ronald Blue & Co's iShares Russell 2000 ETF position peaked at $2.14M in Q2 2014.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.