Winthrop Partners - WNY’s iShares Russell 2000 ETF IWM Stock Holding History

Winthrop Partners - WNY’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
2019 Q3	$151K	Hold	1,000	–	–	0.1%	121
2019 Q2	$156K	Hold	1,000	–	–	0.12%	110
2019 Q1	$155K	Hold	1,000	–	–	0.12%	104
2018 Q4	$134K	Hold	1,000	–	–	0.13%	110
2018 Q3	$169K	Hold	1,000	–	–	0.14%	113
2018 Q2	$164K	Hold	1,000	–	–	0.14%	113
2018 Q1	$151K	Hold	1,000	–	–	0.12%	132
2017 Q4	$159K	Buy	+1,000	New	+$150K	0.13%	124

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Winthrop Partners - WNY's IWM Position: Q3 2019 in Review

Winthrop Partners - WNY held its iShares Russell 2000 ETF (IWM) position steady in Q3 2019 at 1,000 shares worth $151K. The position accounts for 0.1% of the portfolio, ranked #121.

Winthrop Partners - WNY first reported a position in IWM in Q4 2017 and has held it in 8 quarters since. The position peaked at $169K in Q3 2018. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Winthrop Partners - WNY held 1,000 shares of iShares Russell 2000 ETF worth $151K as of Q3 2019.
Winthrop Partners - WNY left its iShares Russell 2000 ETF share count unchanged in Q3 2019.
iShares Russell 2000 ETF made up 0.1% of Winthrop Partners - WNY's portfolio in Q3 2019, its #121 holding.
Winthrop Partners - WNY first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 8 quarters since.
Winthrop Partners - WNY's iShares Russell 2000 ETF position peaked at $169K in Q3 2018.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Winthrop Partners - WNY's 13F filing for Q3 2019, filed 28 Oct 2019.