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Calvert Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Calvert Investment 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
2016
Q2 		– Sell
-12,215
Closed -$1.35M – 787
2016
Q1 		$1.35M Sell
12,215
-21,209
-63% -$2.2M 0.06% 269
2015
Q4 		$3.76M Buy
+33,424
New +$3.86M 0.17% 120

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Calvert Investment Management's IWM Position: Q2 2016 in Review

Calvert Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 12,215 shares — an estimated $1.35M sold.

Calvert Investment Management first reported a position in IWM in Q4 2015 and held it in 2 quarters. The position peaked at $3.76M in Q4 2015. 915 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Calvert Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Calvert Investment Management sold 12,215 iShares Russell 2000 ETF shares in Q2 2016, an estimated $1.35M.
  • Calvert Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 2 quarters.
  • Calvert Investment Management's iShares Russell 2000 ETF position peaked at $3.76M in Q4 2015.
  • 915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Calvert Investment Management's 13F filing for Q2 2016, filed 4 Aug 2016.