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Brouwer & Janachowski’s iShares Russell 2000 ETF IWM Stock Holding History

Brouwer & Janachowski’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 		– Sell
-591
Closed -$74K – 64
2015
Q2 		$74K Buy
+591
New +$73.8K 0.03% 55
2014
Q2 		– Sell
-515
Closed -$60K – 63
2014
Q1 		$60K Buy
+515
New +$59.4K 0.03% 65

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Brouwer & Janachowski's IWM Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 591 shares — an estimated $74K sold.

Brouwer & Janachowski first reported a position in IWM in Q1 2014 and held it in 2 quarters. The position peaked at $74K in Q2 2015. 845 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 591 iShares Russell 2000 ETF shares in Q3 2015, an estimated $74K.
  • Brouwer & Janachowski first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares Russell 2000 ETF position peaked at $74K in Q2 2015.
  • 845 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.