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Threshold Group’s iShares Russell 2000 ETF IWM Stock Holding History

Threshold 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
2017
Q3 		$1.5M Sell
10,128
-1,587
-14% -$223K 1.2% 17
2017
Q2 		$1.65M Sell
11,715
-366
-3% -$50.7K 1.46% 16
2017
Q1 		$1.66M Sell
12,081
-199
-2% -$27.2K 1.6% 16
2016
Q4 		$1.66M Buy
12,280
+1,016
+9% +$130K 1.44% 18
2016
Q3 		$1.4M Buy
11,264
+3
+0% +$365 1.35% 20
2016
Q2 		$1.29M Buy
11,261
+358
+3% +$40.4K 1.29% 20
2016
Q1 		$1.21M Buy
10,903
+814
+8% +$84.3K 1.67% 15
2015
Q4 		$1.14M Buy
+10,089
New +$1.16M 1.5% 16

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Threshold Group's IWM Position: Q3 2017 in Review

Threshold Group reduced its iShares Russell 2000 ETF (IWM) stake by 14% in Q3 2017, selling an estimated $223K and leaving 10,128 shares worth $1.5M. The position accounts for 1.2% of the portfolio, ranked #17.

Threshold Group first reported a position in IWM in Q4 2015 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2017. 1,098 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Threshold Group held 10,128 shares of iShares Russell 2000 ETF worth $1.5M as of Q3 2017.
  • Threshold Group sold 1,587 iShares Russell 2000 ETF shares in Q3 2017, an estimated $223K.
  • iShares Russell 2000 ETF made up 1.2% of Threshold Group's portfolio in Q3 2017, its #17 holding.
  • Threshold Group first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 8 quarters since.
  • Threshold Group's iShares Russell 2000 ETF position peaked at $1.66M in Q1 2017.
  • 1,098 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Threshold Group's 13F filing for Q3 2017, filed 14 Nov 2017.