R & A Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

R & A Capital 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
2013 Q3	$2.54M	Hold	23,805	–	–	11.57%	3
2013 Q2	$2.31M	Buy	+23,805	New	+$2.27M	11.19%	3

Other funds holding IWM

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

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

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

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BIT

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

R & A Capital Management's IWM Position: Q3 2013 in Review

R & A Capital Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2013 at 23,805 shares worth $2.54M. The position accounts for 11.57% of the portfolio, ranked #3.

R & A Capital Management first reported a position in IWM in Q2 2013 and has held it in 2 quarters since. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

R & A Capital Management held 23,805 shares of iShares Russell 2000 ETF worth $2.54M as of Q3 2013.
R & A Capital Management left its iShares Russell 2000 ETF share count unchanged in Q3 2013.
iShares Russell 2000 ETF made up 11.57% of R & A Capital Management's portfolio in Q3 2013, its #3 holding.
R & A Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 2 quarters since.
662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on R & A Capital Management's 13F filing for Q3 2013, filed 18 Oct 2013.