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Advisors Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Advisors Asset 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
2016
Q4 		– Sell
-131
Closed -$16K – 1852
2016
Q3 		$16K Buy
+131
New +$15.9K ﹤0.01% 1795

Other funds holding IWM

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Advisors Asset Management's IWM Position: Q4 2016 in Review

Advisors Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2016, closing a stake of 131 shares — an estimated $16K sold.

Advisors Asset Management first reported a position in IWM in Q3 2016 and held it in 1 quarter. The position peaked at $16K in Q3 2016. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • Advisors Asset Management reported no remaining iShares Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • Advisors Asset Management sold 131 iShares Russell 2000 ETF shares in Q4 2016, an estimated $16K.
  • Advisors Asset Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 1 quarter.
  • Advisors Asset Management's iShares Russell 2000 ETF position peaked at $16K in Q3 2016.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Advisors Asset Management's 13F filing for Q4 2016, filed 9 Feb 2017.