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Value Holdings Management Company’s iShares Russell 2000 ETF IWM Stock Holding History

Value Holdings Management Company’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
2020
Q1 		– Sell
-18,180
Closed -$3.01M – 61
2019
Q4 		$3.01M Buy
+18,180
New +$2.87M 1.06% 21

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Value Holdings Management Company's IWM Position: Q1 2020 in Review

Value Holdings Management Company sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 18,180 shares — an estimated $3.01M sold.

Value Holdings Management Company first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $3.01M in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Value Holdings Management Company reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Value Holdings Management Company sold 18,180 iShares Russell 2000 ETF shares in Q1 2020, an estimated $3.01M.
  • Value Holdings Management Company first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • Value Holdings Management Company's iShares Russell 2000 ETF position peaked at $3.01M in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Value Holdings Management Company's 13F filing for Q1 2020, filed 15 May 2020.