RPTC Inc’s iShares Russell 2000 ETF IWM Stock Holding History

RPTC Inc’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
2018 Q1	–	Sell	-4,898	Closed	-$747K	–	15
2017 Q4	$747K	Hold	4,898	–	–	0.15%	14
2017 Q3	$726K	Buy	+4,898	New	+$689K	0.14%	16

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

RPTC Inc's IWM Position: Q1 2018 in Review

RPTC Inc sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 4,898 shares — an estimated $747K sold.

RPTC Inc first reported a position in IWM in Q3 2017 and held it in 2 quarters. The position peaked at $747K in Q4 2017. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

RPTC Inc reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
RPTC Inc sold 4,898 iShares Russell 2000 ETF shares in Q1 2018, an estimated $747K.
RPTC Inc first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 2 quarters.
RPTC Inc's iShares Russell 2000 ETF position peaked at $747K in Q4 2017.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on RPTC Inc's 13F filing for Q1 2018, filed 11 Apr 2018.