Founders Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Founders Bank & Trust’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	$144K	Buy	1,196 +331	+38%	+$37.9K	0.08%	124
2014 Q3	$94K	Sell	865 -84,810	-99%	-$9.7M	0.05%	144
2014 Q2	$10.2M	Sell	85,675 -7,156	-8%	-$813K	5.64%	4
2014 Q1	$10.8M	Sell	92,831 -133	-0.1%	-$15.3K	6.29%	3
2013 Q4	$10.1M	Buy	92,964 +3,245	+4%	+$358K	5.83%	3
2013 Q3	$9.56M	Sell	89,719 -1,217	-1%	-$126K	4.89%	5
2013 Q2	$8.82M	Buy	+90,936	New	+$8.68M	4.72%	5

Other funds holding IWM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Founders Bank & Trust's IWM Position: Q4 2014 in Review

Founders Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 38% in Q4 2014, buying an estimated $37.9K and bringing the position to 1,196 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #124.

Founders Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2014. 880 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

Founders Bank & Trust held 1,196 shares of iShares Russell 2000 ETF worth $144K as of Q4 2014.
Founders Bank & Trust bought 331 iShares Russell 2000 ETF shares in Q4 2014, an estimated $37.9K.
iShares Russell 2000 ETF made up 0.08% of Founders Bank & Trust's portfolio in Q4 2014, its #124 holding.
Founders Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's iShares Russell 2000 ETF position peaked at $10.8M in Q1 2014.
880 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.