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Systematic Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History

Systematic Financial 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
2017
Q1 		– Sell
-3,075
Closed -$415K – 662
2016
Q4 		$415K Buy
+3,075
New +$393K 0.01% 599
2015
Q1 		– Sell
-120
Closed -$14K – 699
2014
Q4 		$14K Sell
120
-260
-68% -$29.7K ﹤0.01% 650
2014
Q3 		$41K Buy
+380
New +$43.5K ﹤0.01% 668
2014
Q1 		– Sell
-2,725
Closed -$314K – 700
2013
Q4 		$314K Buy
+2,725
New +$301K ﹤0.01% 620

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Systematic Financial Management's IWM Position: Q1 2017 in Review

Systematic Financial Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 3,075 shares — an estimated $415K sold.

Systematic Financial Management first reported a position in IWM in Q4 2013 and held it in 4 quarters. The position peaked at $415K in Q4 2016. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • Systematic Financial Management reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • Systematic Financial Management sold 3,075 iShares Russell 2000 ETF shares in Q1 2017, an estimated $415K.
  • Systematic Financial Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 4 quarters.
  • Systematic Financial Management's iShares Russell 2000 ETF position peaked at $415K in Q4 2016.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Systematic Financial Management's 13F filing for Q1 2017, filed 11 May 2017.