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Shepherd Kaplan Krochuk’s iShares Russell 2000 ETF IWM Stock Holding History

Shepherd Kaplan Krochuk’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
Q4 		– Sell
-2,048
Closed -$345K – 217
2018
Q3 		$345K Hold
2,048
– – 0.18% 136
2018
Q2 		$335K Buy
2,048
+97
+5% +$15.5K 0.2% 131
2018
Q1 		$296K Hold
1,951
– – 0.18% 152
2017
Q4 		$297K Hold
1,951
– – 0.18% 145
2017
Q3 		$289K Hold
1,951
– – 0.24% 122
2017
Q2 		$275K Sell
1,951
-2,900
-60% -$401K 0.16% 138
2017
Q1 		$667K Buy
4,851
+2,900
+149% +$396K 0.34% 67
2016
Q4 		$263K Sell
1,951
-3,249
-62% -$415K 0.07% 142
2016
Q3 		$646K Buy
5,200
+1,192
+30% +$145K 0.13% 98
2016
Q2 		$461K Sell
4,008
-3,236
-45% -$365K 0.11% 120
2016
Q1 		$801K Buy
+7,244
New +$750K 0.25% 69
2014
Q4 		– Sell
-5,113
Closed -$559K – 512
2014
Q3 		$559K Sell
5,113
-550
-10% -$62.9K 0.07% 192
2014
Q2 		$673K Sell
5,663
-1,950
-26% -$221K 0.07% 180
2014
Q1 		$886K Sell
7,613
-12,243
-62% -$1.41M 0.1% 157
2013
Q4 		$2.29M Buy
19,856
+3,464
+21% +$383K 0.29% 60
2013
Q3 		$1.75M Buy
16,392
+64
+0.4% +$6.62K 0.28% 69
2013
Q2 		$1.58M Buy
+16,328
New +$1.56M 0.31% 74

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Shepherd Kaplan Krochuk's IWM Position: Q4 2018 in Review

Shepherd Kaplan Krochuk sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 2,048 shares — an estimated $345K sold.

Shepherd Kaplan Krochuk first reported a position in IWM in Q2 2013 and held it in 17 quarters. The position peaked at $2.29M in Q4 2013. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Shepherd Kaplan Krochuk reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,048 iShares Russell 2000 ETF shares in Q4 2018, an estimated $345K.
  • Shepherd Kaplan Krochuk first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 17 quarters.
  • Shepherd Kaplan Krochuk's iShares Russell 2000 ETF position peaked at $2.29M in Q4 2013.
  • 1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2018, filed 12 Feb 2019.