Coyle Financial Counsel’s iShares Russell 2000 ETF IWM Stock Holding History

Coyle Financial Counsel’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 Q2	–	Sell	-21,714	Closed	-$2.4M	–	48
2016 Q1	$2.4M	Sell	21,714 -10,586	-33%	-$1.1M	3.82%	12
2015 Q4	$3.64M	Sell	32,300 -147	-0.5%	-$17K	3.57%	11
2015 Q3	$3.54M	Buy	32,447 +559	+2%	+$66.3K	3.33%	11
2015 Q2	$3.98M	Buy	31,888 +8,017	+34%	+$1M	4.47%	9
2015 Q1	$2.97M	Buy	+23,871	New	+$2.88M	3.3%	11
2014 Q3	–	Sell	-18,635	Closed	-$2.21M	–	45
2014 Q2	$2.21M	Buy	18,635 +1,679	+10%	+$191K	3.04%	11
2014 Q1	$1.97M	Sell	16,956 -3,497	-17%	-$403K	2.76%	13
2013 Q4	$2.36M	Buy	+20,453	New	+$2.26M	3.27%	13

Other funds holding IWM

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

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

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

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

BIT

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Coyle Financial Counsel's IWM Position: Q2 2016 in Review

Coyle Financial Counsel sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 21,714 shares — an estimated $2.4M sold.

Coyle Financial Counsel first reported a position in IWM in Q4 2013 and held it in 8 quarters. The position peaked at $3.98M in Q2 2015. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

Coyle Financial Counsel reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
Coyle Financial Counsel sold 21,714 iShares Russell 2000 ETF shares in Q2 2016, an estimated $2.4M.
Coyle Financial Counsel first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 8 quarters.
Coyle Financial Counsel's iShares Russell 2000 ETF position peaked at $3.98M in Q2 2015.
914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Coyle Financial Counsel's 13F filing for Q2 2016, filed 25 Jul 2016.