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SFMG Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SFMG Wealth 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
2015
Q2 		– Sell
-1,725
Closed -$215K – 143
2015
Q1 		$215K Buy
+1,725
New +$208K 0.02% 163

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

SFMG Wealth Advisors's IWM Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2015, closing a stake of 1,725 shares — an estimated $215K sold.

SFMG Wealth Advisors first reported a position in IWM in Q1 2015 and held it in 1 quarter. The position peaked at $215K in Q1 2015. 872 funds tracked by Wall St. Rank hold IWM as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,725 iShares Russell 2000 ETF shares in Q2 2015, an estimated $215K.
  • SFMG Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's iShares Russell 2000 ETF position peaked at $215K in Q1 2015.
  • 872 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.