Smart Money Group’s iShares Russell 2000 ETF IWM Stock Holding History

Smart Money 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
2018 Q4	–	Sell	-2,823	Closed	-$476K	–	62
2018 Q3	$476K	Buy	+2,823	New	+$477K	0.43%	41

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

Smart Money Group's IWM Position: Q4 2018 in Review

Smart Money Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 2,823 shares — an estimated $476K sold.

Smart Money Group first reported a position in IWM in Q3 2018 and held it in 1 quarter. The position peaked at $476K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Smart Money Group reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Smart Money Group sold 2,823 iShares Russell 2000 ETF shares in Q4 2018, an estimated $476K.
Smart Money Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 1 quarter.
Smart Money Group's iShares Russell 2000 ETF position peaked at $476K in Q3 2018.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Smart Money Group's 13F filing for Q4 2018, filed 30 Jan 2019.