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Wealthfront’s iShares Russell 2000 ETF IWM Stock Holding History

Wealthfront’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 		– Sell
-1,244
Closed -$204K – 519
2018
Q2 		$204K Sell
1,244
-1,058
-46% -$169K ﹤0.01% 492
2018
Q1 		$350K Sell
2,302
-550
-19% -$84.9K ﹤0.01% 418
2017
Q4 		$435K Sell
2,852
-71
-2% -$10.7K ﹤0.01% 378
2017
Q3 		$433K Buy
2,923
+1,493
+104% +$210K 0.01% 357
2017
Q2 		$202K Buy
+1,430
New +$198K ﹤0.01% 454
2016
Q2 		– Sell
-2,025
Closed -$224K – 360
2016
Q1 		$224K Buy
+2,025
New +$210K 0.01% 295
2015
Q4 		– Sell
-352
Closed -$38K – 664
2015
Q3 		$38K Buy
352
+133
+61% +$15.8K ﹤0.01% 560
2015
Q2 		$27K Buy
219
+5
+2% +$625 ﹤0.01% 574
2015
Q1 		$27K Sell
214
-188
-47% -$22.7K ﹤0.01% 526
2014
Q4 		$48K Buy
+402
New +$46K ﹤0.01% 487

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wealthfront's IWM Position: Q3 2018 in Review

Wealthfront sold out of iShares Russell 2000 ETF (IWM) in Q3 2018, closing a stake of 1,244 shares — an estimated $204K sold.

Wealthfront first reported a position in IWM in Q4 2014 and held it in 10 quarters. The position peaked at $435K in Q4 2017. 1,303 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

  • Wealthfront reported no remaining iShares Russell 2000 ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthfront sold 1,244 iShares Russell 2000 ETF shares in Q3 2018, an estimated $204K.
  • Wealthfront first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 10 quarters.
  • Wealthfront's iShares Russell 2000 ETF position peaked at $435K in Q4 2017.
  • 1,303 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.