Stevens First Principles Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Stevens First Principles 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
2017 Q1	–	Sell	-10	Closed	-$1K	–	167
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	168
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	150
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	139
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	136
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	171
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	184
2015 Q2	$1K	Hold	10	–	–	﹤0.01%	221
2015 Q1	$1K	Hold	10	–	–	﹤0.01%	206
2014 Q4	$1K	Buy	+10	New	+$1.14K	﹤0.01%	209

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stevens First Principles Investment Advisors's IWM Position: Q1 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 10 shares — an estimated $1K sold.

Stevens First Principles Investment Advisors first reported a position in IWM in Q4 2014 and held it in 9 quarters. The position peaked at $1K in Q4 2016. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

Stevens First Principles Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 10 iShares Russell 2000 ETF shares in Q1 2017, an estimated $1K.
Stevens First Principles Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 9 quarters.
Stevens First Principles Investment Advisors's iShares Russell 2000 ETF position peaked at $1K in Q4 2016.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2017, filed 2 May 2017.