Weil Company’s iShares Russell 2000 ETF IWM Stock Holding History

Weil Company’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	–	Sell	-1,308	Closed	-$220K	–	105
2018 Q3	$220K	Hold	1,308	–	–	0.18%	95
2018 Q2	$214K	Buy	+1,308	New	+$209K	0.18%	92

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Weil Company's IWM Position: Q4 2018 in Review

Weil Company sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 1,308 shares — an estimated $220K sold.

Weil Company first reported a position in IWM in Q2 2018 and held it in 2 quarters. The position peaked at $220K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Weil Company reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Weil Company sold 1,308 iShares Russell 2000 ETF shares in Q4 2018, an estimated $220K.
Weil Company first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 2 quarters.
Weil Company's iShares Russell 2000 ETF position peaked at $220K in Q3 2018.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Weil Company's 13F filing for Q4 2018, filed 12 Feb 2019.