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Welch Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Welch Capital Partners’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
-97,118
Closed -$16.4M – 34
2018
Q3 		$16.4M Hold
97,118
– – 5.36% 4
2018
Q2 		$15.9M Hold
97,118
– – 5.46% 3
2018
Q1 		$14.7M Buy
97,118
+49,600
+104% +$7.66M 5.07% 3
2017
Q4 		$7.25M Buy
47,518
+20,900
+79% +$3.14M 2.58% 13
2017
Q3 		$3.94M Buy
+26,618
New +$3.75M 1.33% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Welch Capital Partners's IWM Position: Q4 2018 in Review

Welch Capital Partners sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 97,118 shares — an estimated $16.4M sold.

Welch Capital Partners first reported a position in IWM in Q3 2017 and held it in 5 quarters. The position peaked at $16.4M in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Welch Capital Partners reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Welch Capital Partners sold 97,118 iShares Russell 2000 ETF shares in Q4 2018, an estimated $16.4M.
  • Welch Capital Partners first reported a position in iShares Russell 2000 ETF in Q3 2017 and held it in 5 quarters.
  • Welch Capital Partners's iShares Russell 2000 ETF position peaked at $16.4M in Q3 2018.
  • 1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Welch Capital Partners's 13F filing for Q4 2018, filed 5 Feb 2019.