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Stanford Investment Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stanford Investment Group’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
Q1 		– Sell
-82,075
Closed -$11.1M – 154
2016
Q4 		$11.1M Sell
82,075
-3,977
-5% -$508K 5.39% 5
2016
Q3 		$10.7M Buy
86,052
+713
+0.8% +$86.7K 5.03% 5
2016
Q2 		$9.81M Buy
85,339
+1,520
+2% +$171K 5% 5
2016
Q1 		$9.27M Buy
83,819
+8,235
+11% +$852K 5.22% 5
2015
Q4 		$8.51M Buy
75,584
+11,993
+19% +$1.38M 4.64% 7
2015
Q3 		$6.94M Buy
63,591
+12,556
+25% +$1.49M 5.11% 4
2015
Q2 		$6.37M Buy
51,035
+6,514
+15% +$814K 4.77% 4
2015
Q1 		$5.54M Buy
44,521
+8,608
+24% +$1.04M 4.41% 5
2014
Q4 		$4.3M Buy
+35,913
New +$4.11M 3.6% 6

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

Stanford Investment Group's IWM Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 82,075 shares — an estimated $11.1M sold.

Stanford Investment Group first reported a position in IWM in Q4 2014 and held it in 9 quarters. The position peaked at $11.1M in Q4 2016. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • Stanford Investment Group reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 82,075 iShares Russell 2000 ETF shares in Q1 2017, an estimated $11.1M.
  • Stanford Investment Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's iShares Russell 2000 ETF position peaked at $11.1M in Q4 2016.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.