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Advisor Consultant Network’s iShares Russell 2000 ETF IWM Stock Holding History

Advisor Consultant Network’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
Q3 		$219K Buy
+1,762
New +$214K 0.03% 193

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Advisor Consultant Network's IWM Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2016: 1,762 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings.

930 funds tracked by Wall St. Rank hold IWM as of Q3 2016.

  • Advisor Consultant Network held 1,762 shares of iShares Russell 2000 ETF worth $219K as of Q3 2016.
  • iShares Russell 2000 ETF was a new Advisor Consultant Network position in Q3 2016.
  • iShares Russell 2000 ETF made up 0.03% of Advisor Consultant Network's portfolio in Q3 2016, its #193 holding.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.