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Palladium Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Palladium 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
2015
Q3 		– Sell
-1,923
Closed -$240K – 232
2015
Q2 		$240K Buy
+1,923
New +$240K 0.02% 227
2014
Q2 		– Sell
-605
Closed -$70K – 353
2014
Q1 		$70K Buy
+605
New +$69.8K 0.01% 315
2013
Q4 		– Sell
-681
Closed -$73K – 352
2013
Q3 		$73K Buy
681
+341
+100% +$35.3K 0.01% 314
2013
Q2 		$33K Buy
+340
New +$32.5K ﹤0.01% 377

Other funds holding IWM

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Palladium Partners's IWM Position: Q3 2015 in Review

Palladium Partners sold out of iShares Russell 2000 ETF (IWM) in Q3 2015, closing a stake of 1,923 shares — an estimated $240K sold.

Palladium Partners first reported a position in IWM in Q2 2013 and held it in 4 quarters. The position peaked at $240K in Q2 2015. 845 funds tracked by Wall St. Rank hold IWM as of Q3 2015.

  • Palladium Partners reported no remaining iShares Russell 2000 ETF position as of Q3 2015 after selling out during the quarter.
  • Palladium Partners sold 1,923 iShares Russell 2000 ETF shares in Q3 2015, an estimated $240K.
  • Palladium Partners first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 4 quarters.
  • Palladium Partners's iShares Russell 2000 ETF position peaked at $240K in Q2 2015.
  • 845 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2015.

Based on Palladium Partners's 13F filing for Q3 2015, filed 4 Nov 2015.