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HHG & Company’s iShares Russell 2000 ETF IWM Stock Holding History

HHG & Company’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
Q3 		– Sell
-19,640
Closed -$2.34M – 174
2014
Q2 		$2.34M Sell
19,640
-422
-2% -$47.9K 0.76% 44
2014
Q1 		$2.33M Sell
20,062
-20,910
-51% -$2.41M 0.8% 41
2013
Q4 		$4.72M Sell
40,972
-387
-0.9% -$42.7K 1.75% 11
2013
Q3 		$4.41M Buy
41,359
+188
+0.5% +$19.4K 1.77% 11
2013
Q2 		$3.99M Buy
+41,171
New +$3.93M 1.61% 12

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHG & Company's IWM Position: Q3 2014 in Review

HHG & Company sold out of iShares Russell 2000 ETF (IWM) in Q3 2014, closing a stake of 19,640 shares — an estimated $2.34M sold.

HHG & Company first reported a position in IWM in Q2 2013 and held it in 5 quarters. The position peaked at $4.72M in Q4 2013. 750 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • HHG & Company reported no remaining iShares Russell 2000 ETF position as of Q3 2014 after selling out during the quarter.
  • HHG & Company sold 19,640 iShares Russell 2000 ETF shares in Q3 2014, an estimated $2.34M.
  • HHG & Company first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 5 quarters.
  • HHG & Company's iShares Russell 2000 ETF position peaked at $4.72M in Q4 2013.
  • 750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on HHG & Company's 13F filing for Q3 2014, filed 21 Oct 2014.