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Virtu Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Virtu Financial’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
Q3 		– Sell
-86,400
Closed -$13.4M – 1615
2019
Q2 		$13.4M Sell
86,400
-82,100
-49% -$12.7M 0.79% 15
2019
Q1 		$25.8M Sell
168,500
-61,400
-27% -$9.23M 1.46% 7
2018
Q4 		$30.8M Buy
229,900
+228,400
+15,227% +$34.1M 1.67% 9
2018
Q3 		$253K Buy
+1,500
New +$253K 0.02% 945

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Virtu Financial's IWM Position: Q4 2019 in Review

Virtu Financial sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 7,473 shares — an estimated $1.13M sold.

Virtu Financial first reported a position in IWM in Q2 2013 and held it in 17 quarters. The position peaked at $133M in Q3 2014. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • Virtu Financial reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • Virtu Financial sold 7,473 iShares Russell 2000 ETF shares in Q4 2019, an estimated $1.13M.
  • Virtu Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 17 quarters.
  • Virtu Financial's iShares Russell 2000 ETF position peaked at $133M in Q3 2014.
  • 1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Virtu Financial's 13F filing for Q4 2019, filed 4 Feb 2020.