Marcuard Family Office’s iShares Russell 2000 ETF IWM Stock Holding History

Marcuard Family Office’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 Q3	$1.16M	Hold	9,500	–	–	2.5%	9
2014 Q2	$1.2M	Hold	9,500	–	–	2.71%	9
2014 Q1	$1.1M	Hold	9,500	–	–	2.67%	10
2013 Q4	$1.1M	Hold	9,500	–	–	2.35%	14
2013 Q3	$1.01M	Hold	9,500	–	–	1.93%	20
2013 Q2	$922K	Buy	+9,500	New	+$907K	1.48%	20

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcuard Family Office's IWM Position: Q3 2014 in Review

Marcuard Family Office held its iShares Russell 2000 ETF (IWM) position steady in Q3 2014 at 9,500 shares worth $1.16M. The position accounts for 2.5% of the portfolio, ranked #9.

Marcuard Family Office first reported a position in IWM in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2014. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

Marcuard Family Office held 9,500 shares of iShares Russell 2000 ETF worth $1.16M as of Q3 2014.
Marcuard Family Office left its iShares Russell 2000 ETF share count unchanged in Q3 2014.
iShares Russell 2000 ETF made up 2.5% of Marcuard Family Office's portfolio in Q3 2014, its #9 holding.
Marcuard Family Office first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 6 quarters since.
Marcuard Family Office's iShares Russell 2000 ETF position peaked at $1.2M in Q2 2014.
749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Marcuard Family Office's 13F filing for Q3 2014, filed 16 Oct 2014.