TIFF Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

TIFF Advisory Services’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	-22,498	Closed	-$3.4M	–	12
2019 Q3	$3.4M	Hold	22,498	–	–	2.6%	6
2019 Q2	$3.5M	Hold	22,498	–	–	1.93%	7
2019 Q1	$3.44M	Sell	22,498 -19,313	-46%	-$2.9M	1.36%	9
2018 Q4	$5.6M	Buy	41,811 +22,550	+117%	+$3.36M	1.94%	9
2018 Q3	$3.25M	Buy	+19,261	New	+$3.25M	1.74%	4
2018 Q2	–	Sell	-12,823	Closed	-$1.95M	–	6
2018 Q1	$1.95M	Buy	+12,823	New	+$1.98M	1.12%	6

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

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

TIFF Advisory Services's IWM Position: Q4 2019 in Review

TIFF Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 22,498 shares — an estimated $3.4M sold.

TIFF Advisory Services first reported a position in IWM in Q1 2018 and held it in 6 quarters. The position peaked at $5.6M in Q4 2018. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

TIFF Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
TIFF Advisory Services sold 22,498 iShares Russell 2000 ETF shares in Q4 2019, an estimated $3.4M.
TIFF Advisory Services first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 6 quarters.
TIFF Advisory Services's iShares Russell 2000 ETF position peaked at $5.6M in Q4 2018.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on TIFF Advisory Services's 13F filing for Q4 2019, filed 7 Feb 2020.