DLHL
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Donald L. Hagan LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Donald L. Hagan LLC’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
-135
Closed -$15K – 195
2016
Q1 		$15K Buy
+135
New +$14K 0.01% 236
2015
Q4 		– Sell
-135
Closed -$15K – 189
2015
Q3 		$15K Buy
+135
New +$16K 0.01% 241

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Donald L. Hagan LLC's IWM Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 135 shares — an estimated $15K sold.

Donald L. Hagan LLC first reported a position in IWM in Q3 2015 and held it in 2 quarters. The position peaked at $15K in Q1 2016. 915 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 135 iShares Russell 2000 ETF shares in Q2 2016, an estimated $15K.
  • Donald L. Hagan LLC first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's iShares Russell 2000 ETF position peaked at $15K in Q1 2016.
  • 915 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.