Wilmington Trust National Association’s iShares Russell 2000 ETF IWM Stock Holding History

Wilmington Trust National Association’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	$23.1M	Sell	194,849 -12,743	-6%	-$1.45M	0.8%	24
2014 Q1	$24.2M	Buy	207,592 +9,277	+5%	+$1.07M	0.89%	21
2013 Q4	$22.9M	Buy	198,315 +15,258	+8%	+$1.69M	0.84%	23
2013 Q3	$19.5M	Buy	183,057 +4,229	+2%	+$438K	0.79%	25
2013 Q2	$17.3M	Buy	+178,828	New	+$17.1M	0.75%	30

Other funds holding IWM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GHF

Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BIT

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

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

Wilmington Trust National Association's IWM Position: Q2 2014 in Review

Wilmington Trust National Association reduced its iShares Russell 2000 ETF (IWM) stake by 6.1% in Q2 2014, selling an estimated $1.45M and leaving 194,849 shares worth $23.1M. The position accounts for 0.8% of the portfolio, ranked #24.

Wilmington Trust National Association first reported a position in IWM in Q2 2013 and has held it in 5 quarters since. The position peaked at $24.2M in Q1 2014. 771 funds tracked by Wall St. Rank hold IWM as of Q2 2014.

Wilmington Trust National Association held 194,849 shares of iShares Russell 2000 ETF worth $23.1M as of Q2 2014.
Wilmington Trust National Association sold 12,743 iShares Russell 2000 ETF shares in Q2 2014, an estimated $1.45M.
iShares Russell 2000 ETF made up 0.8% of Wilmington Trust National Association's portfolio in Q2 2014, its #24 holding.
Wilmington Trust National Association first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 5 quarters since.
Wilmington Trust National Association's iShares Russell 2000 ETF position peaked at $24.2M in Q1 2014.
771 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2014.

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