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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return