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Stone Toro Investment Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Stone Toro Investment Advisers’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
2015
Q1 		– Sell
-3,215
Closed -$385K – 44
2014
Q4 		$385K Buy
+3,215
New +$368K 1% 36
2013
Q3 		– Sell
-16,636
Closed -$1.61M – 183
2013
Q2 		$1.61M Buy
+16,636
New +$1.59M 0.97% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stone Toro Investment Advisers's IWM Position: Q1 2015 in Review

Stone Toro Investment Advisers sold out of iShares Russell 2000 ETF (IWM) in Q1 2015, closing a stake of 3,215 shares — an estimated $385K sold.

Stone Toro Investment Advisers first reported a position in IWM in Q2 2013 and held it in 2 quarters. The position peaked at $1.61M in Q2 2013. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • Stone Toro Investment Advisers reported no remaining iShares Russell 2000 ETF position as of Q1 2015 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 3,215 iShares Russell 2000 ETF shares in Q1 2015, an estimated $385K.
  • Stone Toro Investment Advisers first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 2 quarters.
  • Stone Toro Investment Advisers's iShares Russell 2000 ETF position peaked at $1.61M in Q2 2013.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Stone Toro Investment Advisers's 13F filing for Q1 2015, filed 7 May 2015.