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Cleary Gull Holdings’s iShares Russell 2000 ETF IWM Stock Holding History

Cleary Gull Holdings’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
Q1 		$249K Sell
2,257
-595
-21% -$61.6K 0.17% 23
2015
Q4 		$321K Sell
2,852
-1,400
-33% -$161K 0.19% 18
2015
Q3 		$464K Hold
4,252
– – 0.35% 16
2015
Q2 		$531K Buy
+4,252
New +$531K 0.4% 15

Other funds holding IWM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cleary Gull Holdings's IWM Position: Q1 2016 in Review

Cleary Gull Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q1 2016, selling an estimated $61.6K and leaving 2,257 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #23.

Cleary Gull Holdings first reported a position in IWM in Q2 2015 and has held it in 4 quarters since. The position peaked at $531K in Q2 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Cleary Gull Holdings held 2,257 shares of iShares Russell 2000 ETF worth $249K as of Q1 2016.
  • Cleary Gull Holdings sold 595 iShares Russell 2000 ETF shares in Q1 2016, an estimated $61.6K.
  • iShares Russell 2000 ETF made up 0.17% of Cleary Gull Holdings's portfolio in Q1 2016, its #23 holding.
  • Cleary Gull Holdings first reported a position in iShares Russell 2000 ETF in Q2 2015 and has held it in 4 quarters since.
  • Cleary Gull Holdings's iShares Russell 2000 ETF position peaked at $531K in Q2 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Cleary Gull Holdings's 13F filing for Q1 2016, filed 9 May 2016.