Braver Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Braver Wealth 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
2016 Q4	$1.45M	Sell	10,717 -677	-6%	-$86.5K	0.23%	87
2016 Q3	$1.42M	Buy	11,394 +90	+0.8%	+$10.9K	0.24%	81
2016 Q2	$1.3M	Sell	11,304 -64,441	-85%	-$7.27M	0.22%	71
2016 Q1	$8.38M	Buy	75,745 +61,314	+425%	+$6.35M	1.38%	17
2015 Q4	$1.63M	Buy	14,431 +1,920	+15%	+$221K	0.33%	60
2015 Q3	$1.37M	Buy	12,511 +2,863	+30%	+$339K	0.34%	55
2015 Q2	$1.2M	Sell	9,648 -1,525	-14%	-$191K	0.29%	58
2015 Q1	$1.39M	Sell	11,173 -89,483	-89%	-$10.8M	0.29%	57
2014 Q4	$12M	Buy	100,656 +93,970	+1,405%	+$10.7M	2.47%	12
2014 Q3	$731K	Sell	6,686 -121,508	-95%	-$13.9M	0.22%	60
2014 Q2	$15.2M	Buy	128,194 +108,479	+550%	+$12.3M	3.93%	6
2014 Q1	$2.29M	Sell	19,715 -385	-2%	-$44.4K	0.66%	24
2013 Q4	$2.32M	Sell	20,100 -2,462	-11%	-$272K	0.8%	23
2013 Q3	$2.4M	Buy	22,562 +13,429	+147%	+$1.39M	0.83%	22
2013 Q2	$886K	Buy	+9,133	New	+$872K	0.41%	45

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Braver Wealth Management's IWM Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 5.9% in Q4 2016, selling an estimated $86.5K and leaving 10,717 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #87.

Braver Wealth Management first reported a position in IWM in Q2 2013 and has held it in 15 quarters since. The position peaked at $15.2M in Q2 2014. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

Braver Wealth Management held 10,717 shares of iShares Russell 2000 ETF worth $1.45M as of Q4 2016.
Braver Wealth Management sold 677 iShares Russell 2000 ETF shares in Q4 2016, an estimated $86.5K.
iShares Russell 2000 ETF made up 0.23% of Braver Wealth Management's portfolio in Q4 2016, its #87 holding.
Braver Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 15 quarters since.
Braver Wealth Management's iShares Russell 2000 ETF position peaked at $15.2M in Q2 2014.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.