CFS
IWM icon

Community Financial System’s iShares Russell 2000 ETF IWM Stock Holding History

Community Financial System’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
2014
Q3 		$6K Hold
53
– – ﹤0.01% 340
2014
Q2 		$6K Sell
53
-81
-60% -$9.2K ﹤0.01% 342
2014
Q1 		$16K Hold
134
– – ﹤0.01% 311
2013
Q4 		$15K Buy
+134
New +$14.8K ﹤0.01% 308

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Community Financial System's IWM Position: Q3 2014 in Review

Community Financial System held its iShares Russell 2000 ETF (IWM) position steady in Q3 2014 at 53 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Community Financial System first reported a position in IWM in Q4 2013 and has held it in 4 quarters since. The position peaked at $16K in Q1 2014. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Community Financial System held 53 shares of iShares Russell 2000 ETF worth $6K as of Q3 2014.
  • Community Financial System left its iShares Russell 2000 ETF share count unchanged in Q3 2014.
  • iShares Russell 2000 ETF made up ﹤0.01% of Community Financial System's portfolio in Q3 2014, its #340 holding.
  • Community Financial System first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 4 quarters since.
  • Community Financial System's iShares Russell 2000 ETF position peaked at $16K in Q1 2014.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.