Constellation Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
BIT
Constellation Wealth Advisors's IWM Position: Q3 2015 in Review
Constellation Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 4.1% in Q3 2015, buying an estimated $41K and bringing the position to 8,839 shares worth $965K. The position accounts for 0.11% of the portfolio, ranked #57.
Constellation Wealth Advisors first reported a position in IWM in Q4 2014 and has held it in 4 quarters since. The position peaked at $2.79M in Q4 2014. 844 funds tracked by Wall St. Rank hold IWM as of Q3 2015.
- Constellation Wealth Advisors held 8,839 shares of iShares Russell 2000 ETF worth $965K as of Q3 2015.
- Constellation Wealth Advisors bought 346 iShares Russell 2000 ETF shares in Q3 2015, an estimated $41K.
- iShares Russell 2000 ETF made up 0.11% of Constellation Wealth Advisors's portfolio in Q3 2015, its #57 holding.
- Constellation Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 4 quarters since.
- Constellation Wealth Advisors's iShares Russell 2000 ETF position peaked at $2.79M in Q4 2014.
- 844 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.
Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.