Ruggie Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Ruggie Capital 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 Q1	–	Sell	-1,582	Closed	-$212K	–	303
2018 Q4	$212K	Buy	+1,582	New	+$236K	0.09%	107
2018 Q3	–	Sell	-1,554	Closed	-$254K	–	270
2018 Q2	$254K	Hold	1,554	–	–	0.13%	95
2018 Q1	$230K	Hold	1,554	–	–	0.12%	77
2017 Q4	$241K	Hold	1,554	–	–	0.16%	69
2017 Q3	$232K	Hold	1,554	–	–	0.15%	59
2017 Q2	$217K	Hold	1,554	–	–	0.15%	64
2017 Q1	$209K	Buy	1,554 +147	+10%	+$20.1K	0.16%	59
2016 Q4	$192K	Buy	1,407 +307	+28%	+$39.2K	0.22%	51
2016 Q3	$136K	Hold	1,100	–	–	0.12%	62
2016 Q2	$132K	Hold	1,100	–	–	0.12%	69
2016 Q1	$122K	Buy	+1,100	New	+$114K	0.12%	58
2015 Q4	–	Sell	-1,100	Closed	-$127K	–	89
2015 Q3	$127K	Sell	1,100 -60	-5%	-$7.11K	0.12%	54
2015 Q2	$142K	Buy	1,160 +1,100	+1,833%	+$137K	0.12%	57
2015 Q1	$7K	Hold	60	–	–	0.01%	158
2014 Q4	$7K	Buy	+60	New	+$6.86K	0.01%	163

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ruggie Capital Group's IWM Position: Q1 2019 in Review

Ruggie Capital Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 1,582 shares — an estimated $212K sold.

Ruggie Capital Group first reported a position in IWM in Q4 2014 and held it in 15 quarters. The position peaked at $254K in Q2 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Ruggie Capital Group reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 1,582 iShares Russell 2000 ETF shares in Q1 2019, an estimated $212K.
Ruggie Capital Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 15 quarters.
Ruggie Capital Group's iShares Russell 2000 ETF position peaked at $254K in Q2 2018.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.