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WealthTrust-Arizona’s iShares Russell 2000 ETF IWM Stock Holding History

WealthTrust-Arizona’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
Q4 		$995K Sell
7,433
-162
-2% -$24.2K 0.58% 24
2018
Q3 		$1.28M Sell
7,595
-18
-0.2% -$3.04K 0.61% 22
2018
Q2 		$1.25M Sell
7,613
-81
-1% -$13K 0.64% 21
2018
Q1 		$1.17M Sell
7,694
-136
-2% -$21K 0.62% 21
2017
Q4 		$1.19M Sell
7,830
-845
-10% -$127K 0.59% 22
2017
Q3 		$1.28M Buy
8,675
+11
+0.1% +$1.55K 0.65% 20
2017
Q2 		$1.22M Sell
8,664
-5,410
-38% -$749K 0.63% 20
2017
Q1 		$1.94M Buy
14,074
+3,655
+35% +$499K 1.04% 14
2016
Q4 		$1.41M Buy
10,419
+3,115
+43% +$398K 0.81% 14
2016
Q3 		$907K Buy
7,304
+7
+0.1% +$851 0.55% 21
2016
Q2 		$839K Sell
7,297
-1,142
-14% -$129K 0.52% 21
2016
Q1 		$934K Sell
8,439
-3,487
-29% -$361K 0.6% 19
2015
Q4 		$1.34M Sell
11,926
-305
-2% -$35.2K 0.81% 16
2015
Q3 		$1.34M Sell
12,231
-182
-1% -$21.6K 0.83% 17
2015
Q2 		$1.55M Sell
12,413
-10
-0.1% -$1.25K 0.93% 14
2015
Q1 		$1.54M Sell
12,423
-5,749
-32% -$693K 0.95% 15
2014
Q4 		$2.17M Sell
18,172
-130
-0.7% -$14.9K 1.82% 15
2014
Q3 		$2M Sell
18,302
-2,921
-14% -$334K 2.21% 10
2014
Q2 		$2.52M Sell
21,223
-1,536
-7% -$174K 2.7% 9
2014
Q1 		$2.65M Sell
22,759
-13,200
-37% -$1.52M 2.99% 9
2013
Q4 		$4.15M Sell
35,959
-2,865
-7% -$316K 4.83% 3
2013
Q3 		$4.14M Sell
38,824
-399
-1% -$41.3K 5.21% 3
2013
Q2 		$3.81M Buy
+39,223
New +$3.75M 5.14% 3

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthTrust-Arizona's IWM Position: Q4 2018 in Review

WealthTrust-Arizona reduced its iShares Russell 2000 ETF (IWM) stake by 2.1% in Q4 2018, selling an estimated $24.2K and leaving 7,433 shares worth $995K. The position accounts for 0.58% of the portfolio, ranked #24.

WealthTrust-Arizona first reported a position in IWM in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.15M in Q4 2013. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • WealthTrust-Arizona held 7,433 shares of iShares Russell 2000 ETF worth $995K as of Q4 2018.
  • WealthTrust-Arizona sold 162 iShares Russell 2000 ETF shares in Q4 2018, an estimated $24.2K.
  • iShares Russell 2000 ETF made up 0.58% of WealthTrust-Arizona's portfolio in Q4 2018, its #24 holding.
  • WealthTrust-Arizona first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 23 quarters since.
  • WealthTrust-Arizona's iShares Russell 2000 ETF position peaked at $4.15M in Q4 2013.
  • 1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.