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Fusion Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Fusion Investment Group’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
Q4 		– Sell
-569
Closed -$62K – 112
2015
Q3 		$62K Hold
569
– – 0.15% 92
2015
Q2 		$71K Buy
+569
New +$71.1K 0.06% 125
2014
Q4 		– Sell
-292
Closed -$32K – 156
2014
Q3 		$32K Sell
292
-9
-3% -$1.03K 0.03% 123
2014
Q2 		$36K Sell
301
-38
-11% -$4.32K 0.03% 136
2014
Q1 		$39K Sell
339
-6,429
-95% -$742K 0.04% 135
2013
Q4 		$781K Buy
+6,768
New +$748K 0.58% 45

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fusion Investment Group's IWM Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2015, closing a stake of 569 shares — an estimated $62K sold.

Fusion Investment Group first reported a position in IWM in Q4 2013 and held it in 6 quarters. The position peaked at $781K in Q4 2013. 950 funds tracked by Wall St. Rank hold IWM as of Q4 2015.

  • Fusion Investment Group reported no remaining iShares Russell 2000 ETF position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 569 iShares Russell 2000 ETF shares in Q4 2015, an estimated $62K.
  • Fusion Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's iShares Russell 2000 ETF position peaked at $781K in Q4 2013.
  • 950 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.