Weyland Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Weyland Capital 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
2016 Q2	$7.04M	Sell	61,182 -5,941	-9%	-$670K	7.49%	2
2016 Q1	$7.43M	Sell	67,123 -13,138	-16%	-$1.36M	7.82%	2
2015 Q4	$9.04M	Buy	80,261 +495	+0.6%	+$57.1K	8.23%	3
2015 Q3	$8.71M	Buy	79,766 +1,240	+2%	+$147K	8.22%	3
2015 Q2	$9.8M	Buy	78,526 +5,441	+7%	+$680K	8.48%	4
2015 Q1	$9.09M	Buy	73,085 +3,674	+5%	+$443K	7.79%	4
2014 Q4	$8.3M	Buy	69,411 +1,740	+3%	+$199K	7.41%	4
2014 Q3	$7.4M	Sell	67,671 -262	-0.4%	-$30K	6.7%	4
2014 Q2	$8.07M	Buy	67,933 +1,544	+2%	+$175K	7.09%	4
2014 Q1	$7.72M	Buy	66,389 +7,266	+12%	+$838K	7.09%	4
2013 Q4	$6.82M	Buy	59,123 +1,070	+2%	+$118K	6.56%	4
2013 Q3	$6.19M	Buy	58,053 +4,125	+8%	+$427K	6.46%	5
2013 Q2	$5.23M	Buy	+53,928	New	+$5.15M	6%	5

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Weyland Capital Management's IWM Position: Q2 2016 in Review

Weyland Capital Management reduced its iShares Russell 2000 ETF (IWM) stake by 8.9% in Q2 2016, selling an estimated $670K and leaving 61,182 shares worth $7.04M. The position accounts for 7.49% of the portfolio, ranked #2.

Weyland Capital Management first reported a position in IWM in Q2 2013 and has held it in 13 quarters since. The position peaked at $9.8M in Q2 2015. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

Weyland Capital Management held 61,182 shares of iShares Russell 2000 ETF worth $7.04M as of Q2 2016.
Weyland Capital Management sold 5,941 iShares Russell 2000 ETF shares in Q2 2016, an estimated $670K.
iShares Russell 2000 ETF made up 7.49% of Weyland Capital Management's portfolio in Q2 2016, its #2 holding.
Weyland Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 13 quarters since.
Weyland Capital Management's iShares Russell 2000 ETF position peaked at $9.8M in Q2 2015.
914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Weyland Capital Management's 13F filing for Q2 2016, filed 28 Jul 2016.