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Wood Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Wood Asset 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
2013
Q3 		– Sell
-64
Closed -$6K – 86
2013
Q2 		$6K Buy
+64
New +$6.11K ﹤0.01% 111

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JP Morgan Chase
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Goldman Sachs
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GHF
Good Harbor Financial Barrington, Illinois $916M AUM 5.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wood Asset Management's IWM Position: Q3 2013 in Review

Wood Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2013, closing a stake of 64 shares — an estimated $6K sold.

Wood Asset Management first reported a position in IWM in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 662 funds tracked by Wall St. Rank hold IWM as of Q3 2013.

  • Wood Asset Management reported no remaining iShares Russell 2000 ETF position as of Q3 2013 after selling out during the quarter.
  • Wood Asset Management sold 64 iShares Russell 2000 ETF shares in Q3 2013, an estimated $6K.
  • Wood Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 1 quarter.
  • Wood Asset Management's iShares Russell 2000 ETF position peaked at $6K in Q2 2013.
  • 662 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2013.

Based on Wood Asset Management's 13F filing for Q3 2013, filed 16 Oct 2013.