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TD Ameritrade Trust’s iShares Russell 2000 ETF IWM Stock Holding History

TD Ameritrade Trust’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
-7
Closed -$1K – 49
2014
Q3 		$1K Hold
7
– – ﹤0.01% 48
2014
Q2 		$1K Hold
7
– – ﹤0.01% 46
2014
Q1 		$1K Hold
7
– – ﹤0.01% 45
2013
Q4 		$1K Hold
7
– – ﹤0.01% 45
2013
Q3 		$1K Sell
7
-8,946
-100% -$926K ﹤0.01% 45
2013
Q2 		$868K Buy
+8,953
New +$855K 0.27% 36

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

TD Ameritrade Trust's IWM Position: Q4 2014 in Review

TD Ameritrade Trust sold out of iShares Russell 2000 ETF (IWM) in Q4 2014, closing a stake of 7 shares — an estimated $1K sold.

TD Ameritrade Trust first reported a position in IWM in Q2 2013 and held it in 6 quarters. The position peaked at $868K in Q2 2013. 880 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • TD Ameritrade Trust reported no remaining iShares Russell 2000 ETF position as of Q4 2014 after selling out during the quarter.
  • TD Ameritrade Trust sold 7 iShares Russell 2000 ETF shares in Q4 2014, an estimated $1K.
  • TD Ameritrade Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 6 quarters.
  • TD Ameritrade Trust's iShares Russell 2000 ETF position peaked at $868K in Q2 2013.
  • 880 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on TD Ameritrade Trust's 13F filing for Q4 2014, filed 14 Jan 2015.