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Strategic Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Strategic Wealth Management’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
-4,456
Closed -$533K – 48
2014
Q4 		$533K Buy
+4,456
New +$510K 0.52% 44

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

Strategic Wealth Management's IWM Position: Q1 2015 in Review

Strategic Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2015, closing a stake of 4,456 shares — an estimated $533K sold.

Strategic Wealth Management first reported a position in IWM in Q4 2014 and held it in 1 quarter. The position peaked at $533K in Q4 2014. 865 funds tracked by Wall St. Rank hold IWM as of Q1 2015.

  • Strategic Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q1 2015 after selling out during the quarter.
  • Strategic Wealth Management sold 4,456 iShares Russell 2000 ETF shares in Q1 2015, an estimated $533K.
  • Strategic Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 1 quarter.
  • Strategic Wealth Management's iShares Russell 2000 ETF position peaked at $533K in Q4 2014.
  • 865 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2015.

Based on Strategic Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.