Hoxton Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Hoxton Financial’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	$18K	Hold	166	–	–	0.01%	217
2015 Q4	$19K	Hold	166	–	–	0.01%	199
2015 Q3	$18K	Hold	166	–	–	0.01%	193
2015 Q2	$21K	Hold	166	–	–	0.01%	187
2015 Q1	$21K	Buy	+166	New	+$20K	0.01%	186

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hoxton Financial's IWM Position: Q1 2016 in Review

Hoxton Financial held its iShares Russell 2000 ETF (IWM) position steady in Q1 2016 at 166 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #217.

Hoxton Financial first reported a position in IWM in Q1 2015 and has held it in 5 quarters since. The position peaked at $21K in Q2 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

Hoxton Financial held 166 shares of iShares Russell 2000 ETF worth $18K as of Q1 2016.
Hoxton Financial left its iShares Russell 2000 ETF share count unchanged in Q1 2016.
iShares Russell 2000 ETF made up 0.01% of Hoxton Financial's portfolio in Q1 2016, its #217 holding.
Hoxton Financial first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 5 quarters since.
Hoxton Financial's iShares Russell 2000 ETF position peaked at $21K in Q2 2015.
890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.