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Retirement Design & Management’s iShares Russell 2000 ETF IWM Stock Holding History

Retirement Design & 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
2016
Q1 		– Sell
-3,360
Closed -$378K – 70
2015
Q4 		$378K Buy
+3,360
New +$388K 0.21% 58

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Retirement Design & Management's IWM Position: Q1 2016 in Review

Retirement Design & Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 3,360 shares — an estimated $378K sold.

Retirement Design & Management first reported a position in IWM in Q4 2015 and held it in 1 quarter. The position peaked at $378K in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Retirement Design & Management reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Retirement Design & Management sold 3,360 iShares Russell 2000 ETF shares in Q1 2016, an estimated $378K.
  • Retirement Design & Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 1 quarter.
  • Retirement Design & Management's iShares Russell 2000 ETF position peaked at $378K in Q4 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Retirement Design & Management's 13F filing for Q1 2016, filed 12 May 2016.