Strategic Capital Group’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Capital 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
2014 Q2	$659K	Hold	5,543	–	–	0.21%	98
2014 Q1	$645K	Hold	5,543	–	–	0.21%	101
2013 Q4	$639K	Hold	5,543	–	–	0.5%	65
2013 Q3	$591K	Hold	5,543	–	–	0.22%	115
2013 Q2	$538K	Buy	+5,543	New	+$529K	0.27%	101

Other funds holding IWM

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

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

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

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

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

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

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BIT

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

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

Strategic Capital Group's IWM Position: Q2 2014 in Review

Strategic Capital Group held its iShares Russell 2000 ETF (IWM) position steady in Q2 2014 at 5,543 shares worth $659K. The position accounts for 0.21% of the portfolio, ranked #98.

Strategic Capital Group first reported a position in IWM in Q2 2013 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

Strategic Capital Group held 5,543 shares of iShares Russell 2000 ETF worth $659K as of Q2 2014.
Strategic Capital Group left its iShares Russell 2000 ETF share count unchanged in Q2 2014.
iShares Russell 2000 ETF made up 0.21% of Strategic Capital Group's portfolio in Q2 2014, its #98 holding.
Strategic Capital Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 5 quarters since.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.