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Spot Trading’s iShares Russell 2000 ETF IWM Stock Holding History

Spot Trading’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
-10,056
Closed -$1.04M – 3695
2015
Q4 		$1.13M Sell
10,056
-214,062
-96% -$24.7M 0.01% 1354
2015
Q3 		$24.5M Buy
+224,118
New +$26.6M 0.23% 60
2014
Q4 		– Sell
-237
Closed -$27.1K – 4203
2014
Q3 		$26K Buy
+237
New +$27.1K ﹤0.01% 3913
2014
Q2 		– Sell
-48,091
Closed -$5.46M – 4684
2014
Q1 		$5.59M Sell
48,091
-100,132
-68% -$11.6M 0.03% 776
2013
Q4 		$17.1M Buy
+148,223
New +$16.4M 0.09% 232
2013
Q3 		– Sell
-2,445
Closed -$253K – 4245
2013
Q2 		$237K Buy
+2,445
New +$234K ﹤0.01% 2929

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spot Trading's IWM Position: Q1 2016 in Review

Spot Trading sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 10,056 shares — an estimated $1.04M sold.

Spot Trading first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $24.5M in Q3 2015. 891 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Spot Trading reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Spot Trading sold 10,056 iShares Russell 2000 ETF shares in Q1 2016, an estimated $1.04M.
  • Spot Trading first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • Spot Trading's iShares Russell 2000 ETF position peaked at $24.5M in Q3 2015.
  • 891 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Spot Trading's 13F filing for Q1 2016, filed 10 May 2016.