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Carlyle Group’s iShares Russell 2000 ETF IWM Stock Holding History

Carlyle Group’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
-15,788
Closed -$1.96M – 36
2015
Q1 		$1.96M Sell
15,788
-1,561
-9% -$188K 0.01% 43
2014
Q4 		$2.08M Buy
+17,349
New +$1.98M 0.01% 43

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
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

Carlyle Group's IWM Position: Q2 2015 in Review

Carlyle Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2015, closing a stake of 15,788 shares — an estimated $1.96M sold.

Carlyle Group first reported a position in IWM in Q4 2014 and held it in 2 quarters. The position peaked at $2.08M in Q4 2014. 872 funds tracked by Wall St. Rank hold IWM as of Q2 2015.

  • Carlyle Group reported no remaining iShares Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
  • Carlyle Group sold 15,788 iShares Russell 2000 ETF shares in Q2 2015, an estimated $1.96M.
  • Carlyle Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 2 quarters.
  • Carlyle Group's iShares Russell 2000 ETF position peaked at $2.08M in Q4 2014.
  • 872 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2015.

Based on Carlyle Group's 13F filing for Q2 2015, filed 14 Aug 2015.