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Sphera Funds Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sphera Funds 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
2015
Q2 		– Sell
-56,100
Closed -$6.98M – 146
2015
Q1 		$6.98M Buy
56,100
+1,800
+3% +$217K 0.73% 27
2014
Q4 		$6.5M Buy
+54,300
New +$6.21M 1.11% 20
2014
Q1 		– Sell
-67,209
Closed -$7.75M – 126
2013
Q4 		$7.75M Buy
+67,209
New +$7.42M 2.16% 11

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sphera Funds Management's IWM Position: Q2 2015 in Review

Sphera Funds Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2015, closing a stake of 56,100 shares — an estimated $6.98M sold.

Sphera Funds Management first reported a position in IWM in Q4 2013 and held it in 3 quarters. The position peaked at $7.75M in Q4 2013. 871 funds tracked by Wall St. Rank hold IWM as of Q2 2015.

  • Sphera Funds Management reported no remaining iShares Russell 2000 ETF position as of Q2 2015 after selling out during the quarter.
  • Sphera Funds Management sold 56,100 iShares Russell 2000 ETF shares in Q2 2015, an estimated $6.98M.
  • Sphera Funds Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 3 quarters.
  • Sphera Funds Management's iShares Russell 2000 ETF position peaked at $7.75M in Q4 2013.
  • 871 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2015.

Based on Sphera Funds Management's 13F filing for Q2 2015, filed 6 Aug 2015.