VIA
IWM icon

Vantage Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$497K Buy
2,948
+87
+3% +$14.7K 0.1% 97
2018
Q2 		$469K Hold
2,861
– – 0.11% 92
2018
Q1 		$434K Hold
2,861
– – 0.11% 97
2017
Q4 		$436K Buy
2,861
+1,340
+88% +$201K 0.1% 102
2017
Q3 		$225K Sell
1,521
-873
-36% -$123K 0.06% 127
2017
Q2 		$337K Buy
2,394
+110
+5% +$15.2K 0.1% 103
2017
Q1 		$314K Hold
2,284
– – 0.1% 108
2016
Q4 		$308K Hold
2,284
– – 0.13% 103
2016
Q3 		$284K Hold
2,284
– – 0.13% 98
2016
Q2 		$263K Hold
2,284
– – 0.11% 105
2016
Q1 		$253K Sell
2,284
-69
-3% -$7.14K 0.11% 103
2015
Q4 		$265K Buy
2,353
+20
+0.9% +$2.31K 0.13% 100
2015
Q3 		$255K Buy
2,333
+1,236
+113% +$147K 0.14% 101
2015
Q2 		$137K Sell
1,097
-1,097
-50% -$137K 0.08% 138
2015
Q1 		$273K Buy
2,194
+1,245
+131% +$150K 0.08% 134
2014
Q4 		$114K Buy
949
+49
+5% +$5.6K 0.06% 149
2014
Q3 		$98K Sell
900
-16
-2% -$1.83K 0.06% 161
2014
Q2 		$109K Buy
916
+16
+2% +$1.82K 0.07% 154
2014
Q1 		$105K Sell
900
-32
-3% -$3.69K 0.07% 158
2013
Q4 		$108K Buy
+932
New +$103K 0.07% 150

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vantage Investment Advisors's IWM Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q3 2018, buying an estimated $14.7K and bringing the position to 2,948 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #97.

Vantage Investment Advisors first reported a position in IWM in Q4 2013 and has held it in 20 quarters since. 1,301 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

  • Vantage Investment Advisors held 2,948 shares of iShares Russell 2000 ETF worth $497K as of Q3 2018.
  • Vantage Investment Advisors bought 87 iShares Russell 2000 ETF shares in Q3 2018, an estimated $14.7K.
  • iShares Russell 2000 ETF made up 0.1% of Vantage Investment Advisors's portfolio in Q3 2018, its #97 holding.
  • Vantage Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 20 quarters since.
  • 1,301 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.