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Investment Centers of America’s iShares Russell 2000 ETF IWM Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-70,893
Closed -$10.5M – 246
2017
Q3 		$10.5M Buy
70,893
+65
+0.1% +$9.15K 0.77% 31
2017
Q2 		$9.95M Buy
70,828
+3,780
+6% +$523K 0.75% 30
2017
Q1 		$9.22M Sell
67,048
-1,804
-3% -$246K 0.71% 32
2016
Q4 		$9.28M Buy
68,852
+6,046
+10% +$773K 0.79% 27
2016
Q3 		$7.8M Buy
62,806
+6,150
+11% +$748K 0.81% 28
2016
Q2 		$6.51M Sell
56,656
-5,148
-8% -$581K 0.73% 32
2016
Q1 		$6.85M Buy
61,804
+7,527
+14% +$779K 0.76% 31
2015
Q4 		$6.13M Buy
54,277
+10,317
+23% +$1.19M 0.8% 26
2015
Q3 		$4.8M Buy
43,960
+5,769
+15% +$684K 0.73% 30
2015
Q2 		$4.76M Sell
38,191
-177
-0.5% -$22.1K 0.72% 27
2015
Q1 		$4.77M Buy
38,368
+6,120
+19% +$738K 0.7% 29
2014
Q4 		$3.85M Sell
32,248
-12,654
-28% -$1.45M 0.83% 22
2014
Q3 		$4.9M Buy
44,902
+4,869
+12% +$557K 0.87% 23
2014
Q2 		$4.76M Sell
40,033
-8,598
-18% -$976K 1.08% 19
2014
Q1 		$5.18M Buy
48,631
+30,998
+176% +$3.58M 1.08% 20
2013
Q4 		$1.88M Sell
17,633
-30,998
-64% -$3.42M 0.89% 24
2013
Q3 		$5.18M Buy
48,631
+16,226
+50% +$1.68M 1.05% 21
2013
Q2 		$3.14M Buy
+32,405
New +$3.09M 0.86% 28

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Investment Centers of America's IWM Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell 2000 ETF (IWM) in Q4 2017, closing a stake of 70,893 shares — an estimated $10.5M sold.

Investment Centers of America first reported a position in IWM in Q2 2013 and held it in 18 quarters. The position peaked at $10.5M in Q3 2017. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Russell 2000 ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 70,893 iShares Russell 2000 ETF shares in Q4 2017, an estimated $10.5M.
  • Investment Centers of America first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 18 quarters.
  • Investment Centers of America's iShares Russell 2000 ETF position peaked at $10.5M in Q3 2017.
  • 1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.