Stanley-Laman Group’s iShares Russell 2000 ETF IWM Stock Holding History

Stanley-Laman 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
2016 Q1	–	Sell	-31,146	Closed	-$3.51M	–	324
2015 Q4	$3.51M	Buy	+31,146	New	+$3.59M	0.6%	50
2015 Q1	–	Sell	-64,874	Closed	-$7.76M	–	318
2014 Q4	$7.76M	Buy	+64,874	New	+$7.42M	1.47%	9

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stanley-Laman Group's IWM Position: Q1 2016 in Review

Stanley-Laman Group sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 31,146 shares — an estimated $3.51M sold.

Stanley-Laman Group first reported a position in IWM in Q4 2014 and held it in 2 quarters. The position peaked at $7.76M in Q4 2014. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

Stanley-Laman Group reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
Stanley-Laman Group sold 31,146 iShares Russell 2000 ETF shares in Q1 2016, an estimated $3.51M.
Stanley-Laman Group first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 2 quarters.
Stanley-Laman Group's iShares Russell 2000 ETF position peaked at $7.76M in Q4 2014.
890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Stanley-Laman Group's 13F filing for Q1 2016, filed 9 May 2016.