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
2014 Q4	–	Sell	-9,000	Closed	-$984K	–	513
2014 Q3	$984K	Buy	9,000 +4,000	+80%	+$458K	0.13%	137
2014 Q2	$594K	Sell	5,000 -5,000	-50%	-$568K	0.06%	197
2014 Q1	$1.16M	Buy	+10,000	New	+$1.15M	0.13%	124
2013 Q4	–	Sell	-13,000	Closed	-$1.39M	–	580
2013 Q3	$1.39M	Buy	13,000 +7,000	+117%	+$724K	0.22%	89
2013 Q2	$582K	Buy	+6,000	New	+$573K	0.11%	178

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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.