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

Cleary Gull’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 Q1	$529K	Buy	+4,252	New	+$513K	0.5%	14

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Cleary Gull's IWM Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2015: 4,252 shares worth $529K. The stake represents 0.5% of the portfolio and ranks #14 among its holdings.

865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

Cleary Gull held 4,252 shares of iShares Russell 2000 ETF worth $529K as of Q1 2015.
iShares Russell 2000 ETF was a new Cleary Gull position in Q1 2015.
iShares Russell 2000 ETF made up 0.5% of Cleary Gull's portfolio in Q1 2015, its #14 holding.
865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.