Sumitomo Mitsui Trust Group
IWM icon

Sumitomo Mitsui Trust Group’s iShares Russell 2000 ETF IWM Stock Holding History

Sumitomo Mitsui Trust 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
Q4 		– Sell
-3,268
Closed -$357K – 887
2014
Q3 		$357K Buy
3,268
+423
+15% +$48.4K ﹤0.01% 807
2014
Q2 		$338K Sell
2,845
-21,448
-88% -$2.44M ﹤0.01% 771
2014
Q1 		$2.83M Sell
24,293
-669
-3% -$77.2K 0.01% 639
2013
Q4 		$2.87M Buy
24,962
+20,645
+478% +$2.28M 0.01% 637
2013
Q3 		$460K Sell
4,317
-20,770
-83% -$2.15M ﹤0.01% 735
2013
Q2 		$2.42M Buy
+25,087
New +$2.4M 0.01% 638

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IWM Position: Q4 2014 in Review

Sumitomo Mitsui Trust Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2014, closing a stake of 3,268 shares — an estimated $357K sold.

Sumitomo Mitsui Trust Group first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $2.87M in Q4 2013. 880 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Sumitomo Mitsui Trust Group reported no remaining iShares Russell 2000 ETF position as of Q4 2014 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,268 iShares Russell 2000 ETF shares in Q4 2014, an estimated $357K.
  • Sumitomo Mitsui Trust Group first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • Sumitomo Mitsui Trust Group's iShares Russell 2000 ETF position peaked at $2.87M in Q4 2013.
  • 880 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2014, filed 4 Feb 2015.