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Gupta Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$266K Sell
2,408
-136
-5% -$14.1K 0.06% 212
2015
Q4 		$287K Buy
2,544
+496
+24% +$57.2K 0.07% 196
2015
Q3 		$224K Sell
2,048
-1,131
-36% -$134K 0.05% 231
2015
Q2 		$397K Buy
3,179
+1,583
+99% +$198K 0.1% 173
2015
Q1 		$198K Buy
+1,596
New +$192K 0.06% 216

Other funds holding IWM

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gupta Wealth Management's IWM Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.3% in Q1 2016, selling an estimated $14.1K and leaving 2,408 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #212.

Gupta Wealth Management first reported a position in IWM in Q1 2015 and has held it in 5 quarters since. The position peaked at $397K in Q2 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Gupta Wealth Management held 2,408 shares of iShares Russell 2000 ETF worth $266K as of Q1 2016.
  • Gupta Wealth Management sold 136 iShares Russell 2000 ETF shares in Q1 2016, an estimated $14.1K.
  • iShares Russell 2000 ETF made up 0.06% of Gupta Wealth Management's portfolio in Q1 2016, its #212 holding.
  • Gupta Wealth Management first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Russell 2000 ETF position peaked at $397K in Q2 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.