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Antonetti Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Antonetti 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
2014
Q3 		$6K Sell
55
-2,413
-98% -$276K 0.01% 84
2014
Q2 		$293K Hold
2,468
– – 0.23% 46
2014
Q1 		$287K Sell
2,468
-25
-1% -$2.88K 0.25% 45
2013
Q4 		$288K Buy
2,493
+80
+3% +$8.84K 0.26% 44
2013
Q3 		$257K Buy
2,413
+461
+24% +$47.7K 0.26% 61
2013
Q2 		$189K Buy
+1,952
New +$186K 0.21% 80

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Antonetti Capital Management's IWM Position: Q3 2014 in Review

Antonetti Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 98% in Q3 2014, selling an estimated $276K and leaving 55 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #84.

Antonetti Capital Management first reported a position in IWM in Q2 2013 and has held it in 6 quarters since. The position peaked at $293K in Q2 2014. 750 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Antonetti Capital Management held 55 shares of iShares Russell 2000 ETF worth $6K as of Q3 2014.
  • Antonetti Capital Management sold 2,413 iShares Russell 2000 ETF shares in Q3 2014, an estimated $276K.
  • iShares Russell 2000 ETF made up 0.01% of Antonetti Capital Management's portfolio in Q3 2014, its #84 holding.
  • Antonetti Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 6 quarters since.
  • Antonetti Capital Management's iShares Russell 2000 ETF position peaked at $293K in Q2 2014.
  • 750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.