Waddell & Reed Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Waddell & Reed 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
2018 Q1	–	Sell	-13,000	Closed	-$1.98M	–	546
2017 Q4	$1.98M	Buy	+13,000	New	+$1.95M	﹤0.01%	499
2016 Q2	–	Sell	-160,000	Closed	-$17.7M	–	597
2016 Q1	$17.7M	Hold	160,000	–	–	0.03%	323
2015 Q4	$18M	Buy	160,000 +40,000	+33%	+$4.61M	0.03%	333
2015 Q3	$13.1M	Buy	+120,000	New	+$14.2M	0.02%	373

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Waddell & Reed Financial's IWM Position: Q1 2018 in Review

Waddell & Reed Financial sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 13,000 shares — an estimated $1.98M sold.

Waddell & Reed Financial first reported a position in IWM in Q3 2015 and held it in 4 quarters. The position peaked at $18M in Q4 2015. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Waddell & Reed Financial reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
Waddell & Reed Financial sold 13,000 iShares Russell 2000 ETF shares in Q1 2018, an estimated $1.98M.
Waddell & Reed Financial first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 4 quarters.
Waddell & Reed Financial's iShares Russell 2000 ETF position peaked at $18M in Q4 2015.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Waddell & Reed Financial's 13F filing for Q1 2018, filed 15 May 2018.