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Robertson Stephens Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Robertson Stephens Advisors’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
Q3 		$1.27M Sell
8,545
-771
-8% -$108K 1.09% 23
2017
Q2 		$1.31M Sell
9,316
-316
-3% -$43.7K 1.18% 21
2017
Q1 		$1.32M Sell
9,632
-120
-1% -$16.4K 1.18% 20
2016
Q4 		$1.31M Buy
+9,752
New +$1.25M 0.75% 37

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Robertson Stephens Advisors's IWM Position: Q3 2017 in Review

Robertson Stephens Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 8.3% in Q3 2017, selling an estimated $108K and leaving 8,545 shares worth $1.27M. The position accounts for 1.09% of the portfolio, ranked #23.

Robertson Stephens Advisors first reported a position in IWM in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.32M in Q1 2017. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Robertson Stephens Advisors held 8,545 shares of iShares Russell 2000 ETF worth $1.27M as of Q3 2017.
  • Robertson Stephens Advisors sold 771 iShares Russell 2000 ETF shares in Q3 2017, an estimated $108K.
  • iShares Russell 2000 ETF made up 1.09% of Robertson Stephens Advisors's portfolio in Q3 2017, its #23 holding.
  • Robertson Stephens Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 4 quarters since.
  • Robertson Stephens Advisors's iShares Russell 2000 ETF position peaked at $1.32M in Q1 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.