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Wilmington Funds Management’s iShares Russell 2000 ETF IWM Stock Holding History

Wilmington Funds 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
Q2 		$1.32M Buy
11,139
+1,739
+19% +$197K 0.13% 171
2014
Q1 		$1.09M Buy
+9,400
New +$1.08M 0.12% 192
2013
Q4 		– Sell
-14,200
Closed -$1.51M – 810
2013
Q3 		$1.51M Sell
14,200
-4,074
-22% -$421K 0.15% 169
2013
Q2 		$1.78M Buy
+18,274
New +$1.75M 0.17% 159

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wilmington Funds Management's IWM Position: Q2 2014 in Review

Wilmington Funds Management increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2014, buying an estimated $197K and bringing the position to 11,139 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #171.

Wilmington Funds Management first reported a position in IWM in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.78M in Q2 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • Wilmington Funds Management held 11,139 shares of iShares Russell 2000 ETF worth $1.32M as of Q2 2014.
  • Wilmington Funds Management bought 1,739 iShares Russell 2000 ETF shares in Q2 2014, an estimated $197K.
  • iShares Russell 2000 ETF made up 0.13% of Wilmington Funds Management's portfolio in Q2 2014, its #171 holding.
  • Wilmington Funds Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 4 quarters since.
  • Wilmington Funds Management's iShares Russell 2000 ETF position peaked at $1.78M in Q2 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.