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Allegis Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Allegis Investment Advisors’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
2017
Q3 		– Sell
-2,331
Closed -$328K – 267
2017
Q2 		$328K Buy
2,331
+643
+38% +$89K 0.08% 195
2017
Q1 		$232K Buy
+1,688
New +$231K 0.06% 225
2016
Q1 		– Sell
-897
Closed -$101K – 557
2015
Q4 		$101K Buy
+897
New +$103K 0.06% 221

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Allegis Investment Advisors's IWM Position: Q3 2017 in Review

Allegis Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 2,331 shares — an estimated $328K sold.

Allegis Investment Advisors first reported a position in IWM in Q4 2015 and held it in 3 quarters. The position peaked at $328K in Q2 2017. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Allegis Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 2,331 iShares Russell 2000 ETF shares in Q3 2017, an estimated $328K.
  • Allegis Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 3 quarters.
  • Allegis Investment Advisors's iShares Russell 2000 ETF position peaked at $328K in Q2 2017.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Allegis Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.