SGS
IWM icon

Sterling Global Strategies’s iShares Russell 2000 ETF IWM Stock Holding History

Sterling Global Strategies’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 		– Sell
-179
Closed -$24K – 103
2018
Q4 		$24K Buy
+179
New +$26.7K 0.12% 100

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sterling Global Strategies's IWM Position: Q1 2019 in Review

Sterling Global Strategies sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 179 shares — an estimated $24K sold.

Sterling Global Strategies first reported a position in IWM in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • Sterling Global Strategies reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Sterling Global Strategies sold 179 iShares Russell 2000 ETF shares in Q1 2019, an estimated $24K.
  • Sterling Global Strategies first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 1 quarter.
  • Sterling Global Strategies's iShares Russell 2000 ETF position peaked at $24K in Q4 2018.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Sterling Global Strategies's 13F filing for Q1 2019, filed 15 May 2019.