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Bowling Portfolio Management’s iShares Russell 2000 ETF IWM Stock Holding History

Bowling Portfolio 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
2015
Q2 		– Sell
-3,024
Closed -$376K – 162
2015
Q1 		$376K Buy
+3,024
New +$365K 0.08% 131

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
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

Bowling Portfolio Management's IWM Position: Q2 2015 in Review

Bowling Portfolio Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2015, closing a stake of 3,024 shares — an estimated $376K sold.

Bowling Portfolio Management first reported a position in IWM in Q1 2015 and held it in 1 quarter. The position peaked at $376K in Q1 2015. 871 funds tracked by Wall St. Rank hold IWM as of Q2 2015.

  • Bowling Portfolio Management reported no remaining iShares Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
  • Bowling Portfolio Management sold 3,024 iShares Russell 2000 ETF shares in Q2 2015, an estimated $376K.
  • Bowling Portfolio Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 1 quarter.
  • Bowling Portfolio Management's iShares Russell 2000 ETF position peaked at $376K in Q1 2015.
  • 871 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2015.

Based on Bowling Portfolio Management's 13F filing for Q2 2015, filed 10 Aug 2015.