Wellesley Investment Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Wellesley Investment 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
2020 Q1	–	Sell	-2,503	Closed	-$414K	–	113
2019 Q4	$414K	Sell	2,503 -232	-8%	-$36.7K	0.13%	79
2019 Q3	$414K	Buy	2,735 +119	+5%	+$18.2K	0.14%	73
2019 Q2	$406K	Buy	2,616 +466	+22%	+$71.8K	0.14%	76
2019 Q1	$329K	Buy	2,150 +173	+9%	+$26K	0.11%	87
2018 Q4	$264K	Buy	1,977 +355	+22%	+$53K	0.09%	105
2018 Q3	$273K	Sell	1,622 -49	-3%	-$8.27K	0.09%	112
2018 Q2	$273K	Buy	1,671 +27	+2%	+$4.32K	0.09%	109
2018 Q1	$249K	Buy	+1,644	New	+$254K	0.09%	111
2016 Q2	–	Sell	-9,618	Closed	-$1.06M	–	96
2016 Q1	$1.06M	Buy	9,618 +36	+0.4%	+$3.73K	0.64%	20
2015 Q4	$1.08M	Buy	+9,582	New	+$1.11M	0.74%	20

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellesley Investment Partners's IWM Position: Q1 2020 in Review

Wellesley Investment Partners sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 2,503 shares — an estimated $414K sold.

Wellesley Investment Partners first reported a position in IWM in Q4 2015 and held it in 10 quarters. The position peaked at $1.08M in Q4 2015. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Wellesley Investment Partners reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Wellesley Investment Partners sold 2,503 iShares Russell 2000 ETF shares in Q1 2020, an estimated $414K.
Wellesley Investment Partners first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 10 quarters.
Wellesley Investment Partners's iShares Russell 2000 ETF position peaked at $1.08M in Q4 2015.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.