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Francis L. Coolidge’s iShares Russell 2000 ETF IWM Stock Holding History

Francis L. Coolidge’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
2013
Q2 		$39K Buy
+403
New +$38.5K 0.05% 165

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Francis L. Coolidge's IWM Position: Q2 2013 in Review

Francis L. Coolidge opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2013: 403 shares worth $39K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings.

642 funds tracked by Wall St. Rank hold IWM as of Q2 2013.

  • Francis L. Coolidge held 403 shares of iShares Russell 2000 ETF worth $39K as of Q2 2013.
  • iShares Russell 2000 ETF was a new Francis L. Coolidge position in Q2 2013.
  • iShares Russell 2000 ETF made up 0.05% of Francis L. Coolidge's portfolio in Q2 2013, its #165 holding.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2013.

Based on Francis L. Coolidge's 13F filing for Q2 2013, filed 7 Aug 2013.