IMA Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-20,125
Closed -$2.5M 123
2016
Q3
$2.5M Sell
20,125
-96
-0.5% -$11.7K 1.43% 28
2016
Q2
$2.33M Buy
+20,221
New +$2.28M 1.46% 26

Other funds holding IWM

IMA Advisory Services's IWM Position: Q4 2016 in Review

IMA Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2016, closing a stake of 20,125 shares — an estimated $2.5M sold.

IMA Advisory Services first reported a position in IWM in Q2 2016 and held it in 2 quarters. The position peaked at $2.5M in Q3 2016. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • IMA Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • IMA Advisory Services sold 20,125 iShares Russell 2000 ETF shares in Q4 2016, an estimated $2.5M.
  • IMA Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 2 quarters.
  • IMA Advisory Services's iShares Russell 2000 ETF position peaked at $2.5M in Q3 2016.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on IMA Advisory Services's 13F filing for Q4 2016, filed 30 Mar 2017.