Taylor Wealth Management Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Taylor Wealth Management Partners’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	-100	Closed	-$13K	–	80
2018 Q4	$13K	Hold	100	–	–	0.01%	79
2018 Q3	$17K	Hold	100	–	–	0.01%	88
2018 Q2	$16K	Hold	100	–	–	0.01%	96
2018 Q1	$15K	Hold	100	–	–	0.01%	93
2017 Q4	$15K	Hold	100	–	–	0.01%	117
2017 Q3	$15K	Hold	100	–	–	0.01%	122
2017 Q2	$14K	Sell	100 -67,058	-100%	-$9.28M	0.01%	124
2017 Q1	$9.23M	Sell	67,158 -7,453	-10%	-$1.02M	4.18%	6
2016 Q4	$10.1M	Buy	+74,611	New	+$9.53M	4.66%	1
2016 Q1	–	Sell	-820	Closed	-$92K	–	152
2015 Q4	$92K	Buy	+820	New	+$94.6K	0.04%	62

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

Taylor Wealth Management Partners's IWM Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 100 shares — an estimated $13K sold.

Taylor Wealth Management Partners first reported a position in IWM in Q4 2015 and held it in 10 quarters. The position peaked at $10.1M in Q4 2016. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Taylor Wealth Management Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 100 iShares Russell 2000 ETF shares in Q1 2019, an estimated $13K.
Taylor Wealth Management Partners first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 10 quarters.
Taylor Wealth Management Partners's iShares Russell 2000 ETF position peaked at $10.1M in Q4 2016.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.