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Aris Wealth Services’s iShares Russell 2000 ETF IWM Stock Holding History

Aris Wealth Services’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
2015
Q3 		$19K Sell
176
-510
-74% -$60.5K 0.04% 176
2015
Q2 		$86K Buy
686
+66
+11% +$8.24K 0.08% 155
2015
Q1 		$77K Buy
+620
New +$74.7K 0.07% 167

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Aris Wealth Services's IWM Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares Russell 2000 ETF (IWM) stake by 74% in Q3 2015, selling an estimated $60.5K and leaving 176 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #176.

Aris Wealth Services first reported a position in IWM in Q1 2015 and has held it in 3 quarters since. The position peaked at $86K in Q2 2015. 844 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • Aris Wealth Services held 176 shares of iShares Russell 2000 ETF worth $19K as of Q3 2015.
  • Aris Wealth Services sold 510 iShares Russell 2000 ETF shares in Q3 2015, an estimated $60.5K.
  • iShares Russell 2000 ETF made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #176 holding.
  • Aris Wealth Services first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares Russell 2000 ETF position peaked at $86K in Q2 2015.
  • 844 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.