National Penn Investors Trust’s iShares Russell 2000 ETF IWM Stock Holding History

National Penn Investors Trust’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
2016 Q1	$292K	Hold	2,635	–	–	0.03%	173
2015 Q4	$296K	Hold	2,635	–	–	0.03%	175
2015 Q3	$288K	Sell	2,635 -1,417	-35%	-$168K	0.03%	174
2015 Q2	$506K	Hold	4,052	–	–	0.05%	148
2015 Q1	$503K	Hold	4,052	–	–	0.05%	148
2014 Q4	$484K	Sell	4,052 -334	-8%	-$38.2K	0.05%	126
2014 Q3	$480K	Sell	4,386 -42	-0.9%	-$4.8K	0.06%	126
2014 Q2	$526K	Sell	4,428 -178	-4%	-$20.2K	0.06%	126
2014 Q1	$536K	Buy	4,606 +300	+7%	+$34.6K	0.06%	130
2013 Q4	$497K	Buy	4,306 +530	+14%	+$58.5K	0.06%	139
2013 Q3	$402K	Hold	3,776	–	–	0.05%	151
2013 Q2	$366K	Buy	+3,776	New	+$361K	0.05%	155

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIT

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

National Penn Investors Trust's IWM Position: Q1 2016 in Review

National Penn Investors Trust held its iShares Russell 2000 ETF (IWM) position steady in Q1 2016 at 2,635 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #173.

National Penn Investors Trust first reported a position in IWM in Q2 2013 and has held it in 12 quarters since. The position peaked at $536K in Q1 2014. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

National Penn Investors Trust held 2,635 shares of iShares Russell 2000 ETF worth $292K as of Q1 2016.
National Penn Investors Trust left its iShares Russell 2000 ETF share count unchanged in Q1 2016.
iShares Russell 2000 ETF made up 0.03% of National Penn Investors Trust's portfolio in Q1 2016, its #173 holding.
National Penn Investors Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's iShares Russell 2000 ETF position peaked at $536K in Q1 2014.
890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.