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Spruce Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Spruce Investment 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
2016
Q1 		– Sell
-2,535
Closed -$285K – 35
2015
Q4 		$285K Hold
2,535
– – 0.21% 31
2015
Q3 		$277K Hold
2,535
– – 0.09% 33
2015
Q2 		$317K Buy
+2,535
New +$317K 0.09% 36

Other funds holding IWM

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Spruce Investment Advisors's IWM Position: Q1 2016 in Review

Spruce Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 2,535 shares — an estimated $285K sold.

Spruce Investment Advisors first reported a position in IWM in Q2 2015 and held it in 3 quarters. The position peaked at $317K in Q2 2015. 891 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Spruce Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Spruce Investment Advisors sold 2,535 iShares Russell 2000 ETF shares in Q1 2016, an estimated $285K.
  • Spruce Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2015 and held it in 3 quarters.
  • Spruce Investment Advisors's iShares Russell 2000 ETF position peaked at $317K in Q2 2015.
  • 891 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Spruce Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.