WealthOne’s iShares Russell 2000 ETF IWM Stock Holding History

WealthOne’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 Q1	–	Sell	-141	Closed	-$19K	–	310
2018 Q4	$19K	Buy	+141	New	+$21K	0.02%	289

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthOne's IWM Position: Q1 2019 in Review

WealthOne sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 141 shares — an estimated $19K sold.

WealthOne first reported a position in IWM in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

WealthOne reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
WealthOne sold 141 iShares Russell 2000 ETF shares in Q1 2019, an estimated $19K.
WealthOne first reported a position in iShares Russell 2000 ETF in Q4 2018 and held it in 1 quarter.
WealthOne's iShares Russell 2000 ETF position peaked at $19K in Q4 2018.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.