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Fiduciary Services Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Fiduciary Services Corp’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
2015
Q1 		$275K Hold
2,215
– – 0.09% 163
2014
Q4 		$265K Buy
+2,215
New +$253K 0.09% 161

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fiduciary Services Corp's IWM Position: Q1 2015 in Review

Fiduciary Services Corp held its iShares Russell 2000 ETF (IWM) position steady in Q1 2015 at 2,215 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #163.

Fiduciary Services Corp first reported a position in IWM in Q4 2014 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • Fiduciary Services Corp held 2,215 shares of iShares Russell 2000 ETF worth $275K as of Q1 2015.
  • Fiduciary Services Corp left its iShares Russell 2000 ETF share count unchanged in Q1 2015.
  • iShares Russell 2000 ETF made up 0.09% of Fiduciary Services Corp's portfolio in Q1 2015, its #163 holding.
  • Fiduciary Services Corp first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Fiduciary Services Corp's 13F filing for Q1 2015, filed 14 May 2015.