Curian Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Curian Capital’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	–	Sell	-42,362	Closed	-$4.77M	–	198
2015 Q4	$4.77M	Sell	42,362 -53,075	-56%	-$6.12M	0.35%	56
2015 Q3	$10.4M	Sell	95,437 -399,417	-81%	-$47.4M	0.28%	85
2015 Q2	$61.8M	Sell	494,854 -66,752	-12%	-$8.34M	1.04%	15
2015 Q1	$69.8M	Buy	561,606 +134,848	+32%	+$16.3M	1.17%	15
2014 Q4	$51M	Buy	426,758 +158,596	+59%	+$18.1M	0.86%	23
2014 Q3	$29.3M	Buy	268,162 +109,585	+69%	+$12.5M	0.52%	39
2014 Q2	$18.8M	Buy	158,577 +61,569	+63%	+$6.99M	0.33%	69
2014 Q1	$11.3M	Sell	97,008 -17,000	-15%	-$1.96M	0.2%	115
2013 Q4	$13.2M	Buy	114,008 +29,161	+34%	+$3.22M	0.23%	99
2013 Q3	$9.05M	Sell	84,847 -6,316	-7%	-$653K	0.16%	144
2013 Q2	$8.84M	Buy	+91,163	New	+$8.71M	0.16%	127

Other funds holding IWM

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Curian Capital's IWM Position: Q1 2016 in Review

Curian Capital sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 42,362 shares — an estimated $4.77M sold.

Curian Capital first reported a position in IWM in Q2 2013 and held it in 11 quarters. The position peaked at $69.8M in Q1 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

Curian Capital reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 42,362 iShares Russell 2000 ETF shares in Q1 2016, an estimated $4.77M.
Curian Capital first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 11 quarters.
Curian Capital's iShares Russell 2000 ETF position peaked at $69.8M in Q1 2015.
890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.