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Madison Street Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Madison Street Partners’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
Q2 		– Sell
-50,000
Closed -$5.82M – 56
2014
Q1 		$5.82M Buy
+50,000
New +$5.77M 4.08% 4

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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

Madison Street Partners's IWM Position: Q2 2014 in Review

Madison Street Partners sold out of iShares Russell 2000 ETF (IWM) in Q2 2014, closing a stake of 50,000 shares — an estimated $5.82M sold.

Madison Street Partners first reported a position in IWM in Q1 2014 and held it in 1 quarter. The position peaked at $5.82M in Q1 2014. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • Madison Street Partners reported no remaining iShares Russell 2000 ETF position as of Q2 2014 after selling out during the quarter.
  • Madison Street Partners sold 50,000 iShares Russell 2000 ETF shares in Q2 2014, an estimated $5.82M.
  • Madison Street Partners first reported a position in iShares Russell 2000 ETF in Q1 2014 and held it in 1 quarter.
  • Madison Street Partners's iShares Russell 2000 ETF position peaked at $5.82M in Q1 2014.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Madison Street Partners's 13F filing for Q2 2014, filed 17 Jul 2014.