Hefren-Tillotson’s iShares Russell 2000 ETF IWM Stock Holding History

Hefren-Tillotson’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	–	Sell	-269	Closed	-$30K	–	52
2015 Q4	$30K	Buy	+269	New	+$31K	0.01%	31

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIT

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hefren-Tillotson's IWM Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 269 shares — an estimated $30K sold.

Hefren-Tillotson first reported a position in IWM in Q4 2015 and held it in 1 quarter. The position peaked at $30K in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

Hefren-Tillotson reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
Hefren-Tillotson sold 269 iShares Russell 2000 ETF shares in Q1 2016, an estimated $30K.
Hefren-Tillotson first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 1 quarter.
Hefren-Tillotson's iShares Russell 2000 ETF position peaked at $30K in Q4 2015.
890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.