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High Point Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

High Point Bank & Trust’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
Q4 		$3.74M Sell
27,714
-18,571
-40% -$2.37M 1.19% 23
2016
Q3 		$5.75M Sell
46,285
-1,027
-2% -$125K 1.53% 17
2016
Q2 		$5.44M Sell
47,312
-6,369
-12% -$719K 1.48% 16
2016
Q1 		$5.94M Sell
53,681
-63,960
-54% -$6.62M 1.54% 15
2015
Q4 		$13.2M Buy
117,641
+73,534
+167% +$8.48M 3.4% 3
2015
Q3 		$4.82M Buy
44,107
+835
+2% +$99K 1.37% 21
2015
Q2 		$5.4M Buy
43,272
+491
+1% +$61.3K 1.6% 16
2015
Q1 		$5.32M Sell
42,781
-34,493
-45% -$4.16M 1.55% 17
2014
Q4 		$9.24M Buy
77,274
+25,354
+49% +$2.9M 3.12% 6
2014
Q3 		$5.68M Sell
51,920
-540
-1% -$61.8K 1.89% 13
2014
Q2 		$6.23M Sell
52,460
-2,479
-5% -$282K 2.03% 11
2014
Q1 		$6.39M Sell
54,939
-327
-0.6% -$37.7K 2.08% 11
2013
Q4 		$6.38M Sell
55,266
-1,987
-3% -$219K 2.11% 13
2013
Q3 		$6.1M Sell
57,253
-1,309
-2% -$135K 2.12% 13
2013
Q2 		$5.68M Buy
+58,562
New +$5.59M 1.92% 19

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

High Point Bank & Trust's IWM Position: Q4 2016 in Review

High Point Bank & Trust reduced its iShares Russell 2000 ETF (IWM) stake by 40% in Q4 2016, selling an estimated $2.37M and leaving 27,714 shares worth $3.74M. The position accounts for 1.19% of the portfolio, ranked #23.

High Point Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 15 quarters since. The position peaked at $13.2M in Q4 2015. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • High Point Bank & Trust held 27,714 shares of iShares Russell 2000 ETF worth $3.74M as of Q4 2016.
  • High Point Bank & Trust sold 18,571 iShares Russell 2000 ETF shares in Q4 2016, an estimated $2.37M.
  • iShares Russell 2000 ETF made up 1.19% of High Point Bank & Trust's portfolio in Q4 2016, its #23 holding.
  • High Point Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 15 quarters since.
  • High Point Bank & Trust's iShares Russell 2000 ETF position peaked at $13.2M in Q4 2015.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.