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Aft Forsyth & Sober’s iShares Russell 2000 ETF IWM Stock Holding History

Aft Forsyth & Sober’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
-313,725
Closed -$35.3M – 30
2015
Q4 		$35.3M Sell
313,725
-9,350
-3% -$1.08M 8.63% 6
2015
Q3 		$35.3M Sell
323,075
-100
-0% -$11.9K 8.79% 5
2015
Q2 		$40.4M Buy
323,175
+2,400
+0.7% +$300K 9.25% 4
2015
Q1 		$39.9M Sell
320,775
-19,250
-6% -$2.32M 9.09% 4
2014
Q4 		$40.7M Sell
340,025
-101,605
-23% -$11.6M 9.02% 4
2014
Q3 		$48.3M Sell
441,630
-15,500
-3% -$1.77M 10.41% 4
2014
Q2 		$54.3M Buy
457,130
+259,435
+131% +$29.5M 11.19% 4
2014
Q1 		$23M Buy
+197,695
New +$22.8M 10.17% 5

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aft Forsyth & Sober's IWM Position: Q1 2016 in Review

Aft Forsyth & Sober sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 313,725 shares — an estimated $35.3M sold.

Aft Forsyth & Sober first reported a position in IWM in Q1 2014 and held it in 8 quarters. The position peaked at $54.3M in Q2 2014. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Aft Forsyth & Sober reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Aft Forsyth & Sober sold 313,725 iShares Russell 2000 ETF shares in Q1 2016, an estimated $35.3M.
  • Aft Forsyth & Sober first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 8 quarters.
  • Aft Forsyth & Sober's iShares Russell 2000 ETF position peaked at $54.3M in Q2 2014.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Aft Forsyth & Sober's 13F filing for Q1 2016, filed 12 May 2016.