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WealthTrust Fairport’s iShares Russell 2000 ETF IWM Stock Holding History

WealthTrust Fairport’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
-200
Closed -$27K – 450
2018
Q4 		$27K Sell
200
-823
-80% -$123K ﹤0.01% 261
2018
Q3 		$172K Buy
1,023
+578
+130% +$97.6K 0.02% 170
2018
Q2 		$73K Buy
445
+410
+1,171% +$65.6K 0.01% 224
2018
Q1 		$5K Buy
+35
New +$5.41K ﹤0.01% 431
2014
Q4 		– Sell
-455
Closed -$50K – 477
2014
Q3 		$50K Buy
+455
New +$52.1K 0.01% 157

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WealthTrust Fairport's IWM Position: Q1 2019 in Review

WealthTrust Fairport sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 200 shares — an estimated $27K sold.

WealthTrust Fairport first reported a position in IWM in Q3 2014 and held it in 5 quarters. The position peaked at $172K in Q3 2018. 1,372 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • WealthTrust Fairport reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • WealthTrust Fairport sold 200 iShares Russell 2000 ETF shares in Q1 2019, an estimated $27K.
  • WealthTrust Fairport first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 5 quarters.
  • WealthTrust Fairport's iShares Russell 2000 ETF position peaked at $172K in Q3 2018.
  • 1,372 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.