South Texas Money Management’s iShares Russell 2000 ETF IWM Stock Holding History

South Texas Money Management’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 Q3	–	Sell	-1,562	Closed	-$243K	–	418
2019 Q2	$243K	Hold	1,562	–	–	0.01%	192
2019 Q1	$239K	Hold	1,562	–	–	0.01%	192
2018 Q4	$209K	Sell	1,562 -243	-13%	-$36.3K	0.01%	196
2018 Q3	$304K	Buy	1,805 +284	+19%	+$47.9K	0.01%	180
2018 Q2	$249K	Buy	1,521 +55	+4%	+$8.8K	0.01%	191
2018 Q1	$223K	Hold	1,466	–	–	0.01%	212
2017 Q4	$224K	Buy	1,466 +46	+3%	+$6.91K	0.01%	198
2017 Q3	$210K	Hold	1,420	–	–	0.01%	200
2017 Q2	$200K	Sell	1,420 -585	-29%	-$81K	0.01%	201
2017 Q1	$276K	Buy	2,005 +12	+0.6%	+$1.64K	0.01%	189
2016 Q4	$269K	Hold	1,993	–	–	0.01%	188
2016 Q3	$248K	Sell	1,993 -64	-3%	-$7.78K	0.01%	174
2016 Q2	$237K	Buy	+2,057	New	+$232K	0.01%	178
2014 Q3	–	Sell	-1,707	Closed	-$203K	–	181
2014 Q2	$203K	Buy	+1,707	New	+$194K	0.01%	163
2013 Q3	–	Sell	-2,594	Closed	-$252K	–	163
2013 Q2	$252K	Buy	+2,594	New	+$248K	0.02%	142

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

South Texas Money Management's IWM Position: Q3 2019 in Review

South Texas Money Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 1,562 shares — an estimated $243K sold.

South Texas Money Management first reported a position in IWM in Q2 2013 and held it in 15 quarters. The position peaked at $304K in Q3 2018. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

South Texas Money Management reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
South Texas Money Management sold 1,562 iShares Russell 2000 ETF shares in Q3 2019, an estimated $243K.
South Texas Money Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 15 quarters.
South Texas Money Management's iShares Russell 2000 ETF position peaked at $304K in Q3 2018.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.