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Excelsia Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Excelsia Inc’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
2014
Q4 		– Sell
-2,275
Closed -$249K – 35
2014
Q3 		$249K Sell
2,275
-420
-16% -$48.1K 0.41% 35
2014
Q2 		$320K Buy
+2,695
New +$306K 0.41% 40
2014
Q1 		– Sell
-2,265
Closed -$261K – 40
2013
Q4 		$261K Sell
2,265
-20
-0.9% -$2.21K 0.36% 39
2013
Q3 		$244K Sell
2,285
-310
-12% -$32.1K 0.26% 37
2013
Q2 		$252K Buy
+2,595
New +$248K 0.25% 38

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Excelsia Inc's IWM Position: Q4 2014 in Review

Excelsia Inc sold out of iShares Russell 2000 ETF (IWM) in Q4 2014, closing a stake of 2,275 shares — an estimated $249K sold.

Excelsia Inc first reported a position in IWM in Q2 2013 and held it in 5 quarters. The position peaked at $320K in Q2 2014. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Excelsia Inc reported no remaining iShares Russell 2000 ETF position as of Q4 2014 after selling out during the quarter.
  • Excelsia Inc sold 2,275 iShares Russell 2000 ETF shares in Q4 2014, an estimated $249K.
  • Excelsia Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 5 quarters.
  • Excelsia Inc's iShares Russell 2000 ETF position peaked at $320K in Q2 2014.
  • 879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Excelsia Inc's 13F filing for Q4 2014, filed 20 Jan 2015.