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Appleton Group’s iShares Russell 2000 ETF IWM Stock Holding History

Appleton Group’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
-39,191
Closed -$4.87M – 29
2016
Q3 		$4.87M Sell
39,191
-11,007
-22% -$1.34M 5.87% 7
2016
Q2 		$5.77M Buy
+50,198
New +$5.66M 9.62% 5
2016
Q1 		– Sell
-77,566
Closed -$8.73M – 21
2015
Q4 		$8.73M Buy
+77,566
New +$8.95M 11.37% 6
2015
Q3 		– Sell
-80,020
Closed -$9.99M – 20
2015
Q2 		$9.99M Buy
80,020
+1,411
+2% +$176K 11.37% 5
2015
Q1 		$9.78M Sell
78,609
-2,216
-3% -$267K 10.4% 5
2014
Q4 		$9.67M Buy
+80,825
New +$9.24M 11.7% 6

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Appleton Group's IWM Position: Q4 2016 in Review

Appleton Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2016, closing a stake of 39,191 shares — an estimated $4.87M sold.

Appleton Group first reported a position in IWM in Q4 2014 and held it in 6 quarters. The position peaked at $9.99M in Q2 2015. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • Appleton Group reported no remaining iShares Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • Appleton Group sold 39,191 iShares Russell 2000 ETF shares in Q4 2016, an estimated $4.87M.
  • Appleton Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 6 quarters.
  • Appleton Group's iShares Russell 2000 ETF position peaked at $9.99M in Q2 2015.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Appleton Group's 13F filing for Q4 2016, filed 1 Feb 2017.