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Parasol Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Parasol Investment Management’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
2017
Q1 		$3.07M Buy
22,320
+5,415
+32% +$740K 5.03% 6
2016
Q4 		$2.28M Buy
+16,905
New +$2.16M 2.4% 14
2015
Q1 		– Sell
-1,000
Closed -$120K – 284
2014
Q4 		$120K Buy
+1,000
New +$114K 0.08% 74
2014
Q1 		– Sell
-300
Closed -$35K – 266
2013
Q4 		$35K Buy
+300
New +$33.1K 0.02% 106

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parasol Investment Management's IWM Position: Q1 2017 in Review

Parasol Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 32% in Q1 2017, buying an estimated $740K and bringing the position to 22,320 shares worth $3.07M. The position accounts for 5.03% of the portfolio, ranked #6.

Parasol Investment Management first reported a position in IWM in Q4 2013 and has held it in 4 quarters since. 1,079 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • Parasol Investment Management held 22,320 shares of iShares Russell 2000 ETF worth $3.07M as of Q1 2017.
  • Parasol Investment Management bought 5,415 iShares Russell 2000 ETF shares in Q1 2017, an estimated $740K.
  • iShares Russell 2000 ETF made up 5.03% of Parasol Investment Management's portfolio in Q1 2017, its #6 holding.
  • Parasol Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 4 quarters since.
  • 1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.