QA
IWM icon

Quantitative Advantage’s iShares Russell 2000 ETF IWM Stock Holding History

Quantitative Advantage’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
Q2 		– Sell
-9,489
Closed -$1.3M – 52
2017
Q1 		$1.3M Sell
9,489
-2,688
-22% -$367K 0.41% 45
2016
Q4 		$1.64M Buy
+12,177
New +$1.56M 0.5% 41
2014
Q1 		– Sell
-36,016
Closed -$4.16M – 50
2013
Q4 		$4.16M Sell
36,016
-6,216
-15% -$687K 0.98% 35
2013
Q3 		$4.5M Buy
+42,232
New +$4.37M 1.09% 29

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Quantitative Advantage's IWM Position: Q2 2017 in Review

Quantitative Advantage sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 9,489 shares — an estimated $1.3M sold.

Quantitative Advantage first reported a position in IWM in Q3 2013 and held it in 4 quarters. The position peaked at $4.5M in Q3 2013. 1,082 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

  • Quantitative Advantage reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Quantitative Advantage sold 9,489 iShares Russell 2000 ETF shares in Q2 2017, an estimated $1.3M.
  • Quantitative Advantage first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 4 quarters.
  • Quantitative Advantage's iShares Russell 2000 ETF position peaked at $4.5M in Q3 2013.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Quantitative Advantage's 13F filing for Q2 2017, filed 8 Aug 2017.