Gary Goldberg Planning Services’s iShares Russell 2000 ETF IWM Stock Holding History

Gary Goldberg Planning Services’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	$2.03M	Buy	16,976 +290	+2%	+$33.2K	0.85%	31
2014 Q3	$1.82M	Buy	16,686 +885	+6%	+$101K	0.76%	34
2014 Q2	$1.88M	Buy	15,801 +2,125	+16%	+$241K	0.83%	32
2014 Q1	$1.59M	Buy	13,676 +2,385	+21%	+$275K	0.78%	37
2013 Q4	$1.3M	Sell	11,291 -525	-4%	-$58K	0.76%	35
2013 Q3	$1.26M	Buy	11,816 +470	+4%	+$48.6K	0.76%	35
2013 Q2	$1.1M	Buy	+11,346	New	+$1.08M	0.7%	34

Other funds holding IWM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gary Goldberg Planning Services's IWM Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its iShares Russell 2000 ETF (IWM) stake by 1.7% in Q4 2014, buying an estimated $33.2K and bringing the position to 16,976 shares worth $2.03M. The position accounts for 0.85% of the portfolio, ranked #31.

Gary Goldberg Planning Services first reported a position in IWM in Q2 2013 and has held it in 7 quarters since. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

Gary Goldberg Planning Services held 16,976 shares of iShares Russell 2000 ETF worth $2.03M as of Q4 2014.
Gary Goldberg Planning Services bought 290 iShares Russell 2000 ETF shares in Q4 2014, an estimated $33.2K.
iShares Russell 2000 ETF made up 0.85% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #31 holding.
Gary Goldberg Planning Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 7 quarters since.
879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.