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

Wilmington Trust Investment 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 		$372K Sell
3,130
-70
-2% -$7.95K 0.08% 199
2014
Q1 		$372K Sell
3,200
-1,000
-24% -$115K 0.08% 205
2013
Q4 		$485K Buy
4,200
+500
+14% +$55.2K 0.1% 180
2013
Q3 		$394K Buy
3,700
+250
+7% +$25.9K 0.08% 211
2013
Q2 		$335K Buy
+3,450
New +$329K 0.07% 257

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 $303B AUM 53.02% 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 16.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wilmington Trust Investment Management's IWM Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 2.2% in Q2 2014, selling an estimated $7.95K and leaving 3,130 shares worth $372K. The position accounts for 0.08% of the portfolio, ranked #199.

Wilmington Trust Investment Management first reported a position in IWM in Q2 2013 and has held it in 5 quarters since. The position peaked at $485K in Q4 2013. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

  • Wilmington Trust Investment Management held 3,130 shares of iShares Russell 2000 ETF worth $372K as of Q2 2014.
  • Wilmington Trust Investment Management sold 70 iShares Russell 2000 ETF shares in Q2 2014, an estimated $7.95K.
  • iShares Russell 2000 ETF made up 0.08% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #199 holding.
  • Wilmington Trust Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's iShares Russell 2000 ETF position peaked at $485K in Q4 2013.
  • 771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

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