Steinberg Global Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Steinberg Global Asset 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 Q1	$247K	Buy	1,611 +41	+3%	+$6.16K	0.04%	232
2018 Q4	$210K	Hold	1,570	–	–	0.04%	226
2018 Q3	$265K	Buy	1,570 +20	+1%	+$3.38K	0.04%	218
2018 Q2	$254K	Hold	1,550	–	–	0.04%	213
2018 Q1	$235K	Buy	1,550 +220	+17%	+$34K	0.03%	216
2017 Q4	$203K	Sell	1,330 -20	-1%	-$3K	0.03%	231
2017 Q3	$200K	Buy	+1,350	New	+$190K	0.03%	229

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Steinberg Global Asset Management's IWM Position: Q1 2019 in Review

Steinberg Global Asset Management increased its iShares Russell 2000 ETF (IWM) stake by 2.6% in Q1 2019, buying an estimated $6.16K and bringing the position to 1,611 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #232.

Steinberg Global Asset Management first reported a position in IWM in Q3 2017 and has held it in 7 quarters since. The position peaked at $265K in Q3 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Steinberg Global Asset Management held 1,611 shares of iShares Russell 2000 ETF worth $247K as of Q1 2019.
Steinberg Global Asset Management bought 41 iShares Russell 2000 ETF shares in Q1 2019, an estimated $6.16K.
iShares Russell 2000 ETF made up 0.04% of Steinberg Global Asset Management's portfolio in Q1 2019, its #232 holding.
Steinberg Global Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 7 quarters since.
Steinberg Global Asset Management's iShares Russell 2000 ETF position peaked at $265K in Q3 2018.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Steinberg Global Asset Management's 13F filing for Q1 2019, filed 15 Apr 2019.