Whitener Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Whitener Capital Management’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	-1,390	Closed	-$230K	–	125
2019 Q4	$230K	Hold	1,390	–	–	0.12%	125
2019 Q3	$210K	Sell	1,390 -294	-17%	-$44.9K	0.12%	121
2019 Q2	$261K	Buy	1,684 +15	+0.9%	+$2.31K	0.15%	110
2019 Q1	$255K	Buy	1,669 +15	+0.9%	+$2.25K	0.17%	102
2018 Q4	$221K	Sell	1,654 -350	-17%	-$52.2K	0.16%	108
2018 Q3	$337K	Buy	2,004 +35	+2%	+$5.91K	0.22%	98
2018 Q2	$322K	Buy	1,969 +15	+0.8%	+$2.4K	0.25%	98
2018 Q1	$296K	Buy	1,954 +15	+0.8%	+$2.32K	0.23%	96
2017 Q4	$295K	Buy	+1,939	New	+$291K	0.25%	95

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

Whitener Capital Management's IWM Position: Q1 2020 in Review

Whitener Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 1,390 shares — an estimated $230K sold.

Whitener Capital Management first reported a position in IWM in Q4 2017 and held it in 9 quarters. The position peaked at $337K in Q3 2018. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Whitener Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Whitener Capital Management sold 1,390 iShares Russell 2000 ETF shares in Q1 2020, an estimated $230K.
Whitener Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and held it in 9 quarters.
Whitener Capital Management's iShares Russell 2000 ETF position peaked at $337K in Q3 2018.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Whitener Capital Management's 13F filing for Q1 2020, filed 24 Apr 2020.