ST
IWM icon

Stifel Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Stifel Trust’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
2014
Q3 		$79K Hold
720
– – 0.02% 236
2014
Q2 		$86K Hold
720
– – 0.02% 229
2014
Q1 		$84K Sell
720
-34
-5% -$3.92K 0.02% 225
2013
Q4 		$87K Hold
754
– – 0.02% 220
2013
Q3 		$81K Buy
754
+434
+136% +$44.9K 0.02% 224
2013
Q2 		$32K Buy
+320
New +$30.6K 0.01% 290

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Trust's IWM Position: Q3 2014 in Review

Stifel Trust held its iShares Russell 2000 ETF (IWM) position steady in Q3 2014 at 720 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #236.

Stifel Trust first reported a position in IWM in Q2 2013 and has held it in 6 quarters since. The position peaked at $87K in Q4 2013. 749 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Stifel Trust held 720 shares of iShares Russell 2000 ETF worth $79K as of Q3 2014.
  • Stifel Trust left its iShares Russell 2000 ETF share count unchanged in Q3 2014.
  • iShares Russell 2000 ETF made up 0.02% of Stifel Trust's portfolio in Q3 2014, its #236 holding.
  • Stifel Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's iShares Russell 2000 ETF position peaked at $87K in Q4 2013.
  • 749 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.