TD Ameritrade Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

TD Ameritrade Investment 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 Q4	–	Sell	-140	Closed	-$21K	–	637
2019 Q3	$21K	Buy	+140	New	+$21.4K	﹤0.01%	373
2014 Q2	–	Sell	-53	Closed	-$6K	–	98
2014 Q1	$6K	Sell	53 -11	-17%	-$1.27K	﹤0.01%	112
2013 Q4	$7K	Sell	64 -372	-85%	-$41.1K	﹤0.01%	102
2013 Q3	$46K	Buy	436 +384	+738%	+$39.7K	﹤0.01%	82
2013 Q2	$5K	Buy	+52	New	+$4.97K	﹤0.01%	107

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TD Ameritrade Investment Management's IWM Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 140 shares — an estimated $21K sold.

TD Ameritrade Investment Management first reported a position in IWM in Q2 2013 and held it in 5 quarters. The position peaked at $46K in Q3 2013. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

TD Ameritrade Investment Management reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
TD Ameritrade Investment Management sold 140 iShares Russell 2000 ETF shares in Q4 2019, an estimated $21K.
TD Ameritrade Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 5 quarters.
TD Ameritrade Investment Management's iShares Russell 2000 ETF position peaked at $46K in Q3 2013.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.