Atherton Lane Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Atherton Lane Advisers’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 Q4	$31.4M	Sell	279,136 -1,008	-0.4%	-$116K	1.83%	18
2015 Q3	$30.6M	Buy	280,144 +5,216	+2%	+$618K	1.91%	11
2015 Q2	$34.3M	Buy	274,928 +24,518	+10%	+$3.06M	1.9%	8
2015 Q1	$31.1M	Buy	250,410 +38,967	+18%	+$4.7M	1.68%	12
2014 Q4	$25.3M	Buy	211,443 +209,577	+11,231%	+$24M	1.39%	27
2014 Q3	$204K	Buy	+1,866	New	+$213K	0.01%	258

Other funds holding IWM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atherton Lane Advisers's IWM Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares Russell 2000 ETF (IWM) stake by 0.36% in Q4 2015, selling an estimated $116K and leaving 279,136 shares worth $31.4M. The position accounts for 1.83% of the portfolio, ranked #18.

Atherton Lane Advisers first reported a position in IWM in Q3 2014 and has held it in 6 quarters since. The position peaked at $34.3M in Q2 2015. 950 funds tracked by Wall St. Rank hold IWM as of Q4 2015.

Atherton Lane Advisers held 279,136 shares of iShares Russell 2000 ETF worth $31.4M as of Q4 2015.
Atherton Lane Advisers sold 1,008 iShares Russell 2000 ETF shares in Q4 2015, an estimated $116K.
iShares Russell 2000 ETF made up 1.83% of Atherton Lane Advisers's portfolio in Q4 2015, its #18 holding.
Atherton Lane Advisers first reported a position in iShares Russell 2000 ETF in Q3 2014 and has held it in 6 quarters since.
Atherton Lane Advisers's iShares Russell 2000 ETF position peaked at $34.3M in Q2 2015.
950 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.