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Kovitz Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Kovitz Investment Group’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
Q1 		– Sell
-10,835
Closed -$3.48M – 117
2013
Q4 		$3.48M Buy
+10,835
New +$1.2M 0.16% 50

Other funds holding IWM

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kovitz Investment Group's IWM Position: Q2 2014 in Review

Kovitz Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q2 2014, closing a stake of 2,405 shares — an estimated $227K sold.

Kovitz Investment Group first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $227K in Q1 2014. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • Kovitz Investment Group reported no remaining iShares Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
  • Kovitz Investment Group sold 2,405 iShares Russell 2000 ETF shares in Q2 2014, an estimated $227K.
  • Kovitz Investment Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
  • Kovitz Investment Group's iShares Russell 2000 ETF position peaked at $227K in Q1 2014.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Kovitz Investment Group's 13F filing for Q2 2014, filed 14 Aug 2014.