Accuvest Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Accuvest Global Advisors’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
2016 Q1	–	Sell	-1,860	Closed	-$209K	–	73
2015 Q4	$209K	Buy	+1,860	New	+$215K	0.09%	62
2014 Q3	–	Sell	-4,300	Closed	-$511K	–	80
2014 Q2	$511K	Buy	+4,300	New	+$488K	0.16%	54
2014 Q1	–	Sell	-97,520	Closed	-$11.3M	–	76
2013 Q4	$11.3M	Buy	+97,520	New	+$10.8M	2.54%	13

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Accuvest Global Advisors's IWM Position: Q1 2016 in Review

Accuvest Global Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 1,860 shares — an estimated $209K sold.

Accuvest Global Advisors first reported a position in IWM in Q4 2013 and held it in 3 quarters. The position peaked at $11.3M in Q4 2013. 891 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

Accuvest Global Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
Accuvest Global Advisors sold 1,860 iShares Russell 2000 ETF shares in Q1 2016, an estimated $209K.
Accuvest Global Advisors first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 3 quarters.
Accuvest Global Advisors's iShares Russell 2000 ETF position peaked at $11.3M in Q4 2013.
891 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Accuvest Global Advisors's 13F filing for Q1 2016, filed 9 May 2016.