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

Torch 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
2014
Q3 		– Sell
-1,020
Closed -$121K – 172
2014
Q2 		$121K Hold
1,020
– – 0.08% 117
2014
Q1 		$119K Sell
1,020
-150
-13% -$17.3K 0.09% 108
2013
Q4 		$135K Buy
+1,170
New +$129K 0.1% 100

Other funds holding IWM

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Torch Wealth Management's IWM Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2014, closing a stake of 1,020 shares — an estimated $121K sold.

Torch Wealth Management first reported a position in IWM in Q4 2013 and held it in 3 quarters. The position peaked at $135K in Q4 2013. 750 funds tracked by Wall St. Rank hold IWM as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,020 iShares Russell 2000 ETF shares in Q3 2014, an estimated $121K.
  • Torch Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares Russell 2000 ETF position peaked at $135K in Q4 2013.
  • 750 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.