Selz Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Selz Capital’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 Q2	–	Sell	-110,000	Closed	-$16.8M	–	57
2019 Q1	$16.8M	Buy	+110,000	New	+$16.5M	3.22%	13
2015 Q1	–	Sell	-150,000	Closed	-$17.9M	–	62
2014 Q4	$17.9M	Sell	150,000 -50,000	-25%	-$5.72M	5.62%	6
2014 Q3	$3.31M	Buy	+200,000	New	+$22.9M	1.07%	27

Other funds holding IWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Barclays London, United Kingdom $416B AUM 33.63% 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

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

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

Selz Capital's IWM Position: Q2 2019 in Review

Selz Capital sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 110,000 shares — an estimated $16.8M sold.

Selz Capital first reported a position in IWM in Q3 2014 and held it in 3 quarters. The position peaked at $17.9M in Q4 2014. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

Selz Capital reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
Selz Capital sold 110,000 iShares Russell 2000 ETF shares in Q2 2019, an estimated $16.8M.
Selz Capital first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 3 quarters.
Selz Capital's iShares Russell 2000 ETF position peaked at $17.9M in Q4 2014.
1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on Selz Capital's 13F filing for Q2 2019, filed 18 Jul 2019.