Waterstone Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Waterstone Capital Management’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	$25.7M	Buy	+155,200	New	+$24.5M	26.07%	1

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waterstone Capital Management's IWM Position: Q4 2019 in Review

Waterstone Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2019: 155,200 shares worth $25.7M. The stake represents 26.07% of the portfolio and ranks #1 among its holdings.

1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

Waterstone Capital Management held 155,200 shares of iShares Russell 2000 ETF worth $25.7M as of Q4 2019.
iShares Russell 2000 ETF was a new Waterstone Capital Management position in Q4 2019.
iShares Russell 2000 ETF made up 26.07% of Waterstone Capital Management's portfolio in Q4 2019, its #1 holding.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on Waterstone Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.