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Davidson Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Davidson Investment Advisors’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
Q3 		– Sell
-8,885
Closed -$1.02M – 202
2016
Q2 		$1.02M Sell
8,885
-1,395
-14% -$157K 0.17% 76
2016
Q1 		$1.14M Buy
+10,280
New +$1.06M 0.19% 79
2014
Q2 		– Sell
-13,029
Closed -$1.51M – 173
2014
Q1 		$1.51M Buy
+13,029
New +$1.5M 0.23% 105

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Davidson Investment Advisors's IWM Position: Q3 2016 in Review

Davidson Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2016, closing a stake of 8,885 shares — an estimated $1.02M sold.

Davidson Investment Advisors first reported a position in IWM in Q1 2014 and held it in 3 quarters. The position peaked at $1.51M in Q1 2014. 930 funds tracked by Wall St. Rank hold IWM as of Q3 2016.

  • Davidson Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2016 after selling out during the quarter.
  • Davidson Investment Advisors sold 8,885 iShares Russell 2000 ETF shares in Q3 2016, an estimated $1.02M.
  • Davidson Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 3 quarters.
  • Davidson Investment Advisors's iShares Russell 2000 ETF position peaked at $1.51M in Q1 2014.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2016.

Based on Davidson Investment Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.