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Robert N. Shapiro’s iShares Russell 2000 ETF IWM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$1.79M Sell
15,012
-3,961
-21% -$453K 0.36% 86
2014
Q3 		$2.07M Sell
18,973
-27,050
-59% -$3.09M 0.39% 74
2014
Q2 		$5.47M Sell
46,023
-121
-0.3% -$13.7K 1.04% 22
2014
Q1 		$5.37M Sell
46,144
-135
-0.3% -$15.6K 0.99% 23
2013
Q4 		$5.34M Buy
46,279
+28,118
+155% +$3.11M 0.96% 25
2013
Q3 		$1.94M Sell
18,161
-623
-3% -$64.5K 0.34% 95
2013
Q2 		$1.82M Buy
+18,784
New +$1.79M 0.38% 76

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Robert N. Shapiro's IWM Position: Q4 2014 in Review

Robert N. Shapiro reduced its iShares Russell 2000 ETF (IWM) stake by 21% in Q4 2014, selling an estimated $453K and leaving 15,012 shares worth $1.79M. The position accounts for 0.36% of the portfolio, ranked #86.

Robert N. Shapiro first reported a position in IWM in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.47M in Q2 2014. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Robert N. Shapiro held 15,012 shares of iShares Russell 2000 ETF worth $1.79M as of Q4 2014.
  • Robert N. Shapiro sold 3,961 iShares Russell 2000 ETF shares in Q4 2014, an estimated $453K.
  • iShares Russell 2000 ETF made up 0.36% of Robert N. Shapiro's portfolio in Q4 2014, its #86 holding.
  • Robert N. Shapiro first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's iShares Russell 2000 ETF position peaked at $5.47M in Q2 2014.
  • 879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.