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Brick & Kyle Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Brick & Kyle Associates’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
Q1 		– Sell
-86
Closed -$12K – 429
2016
Q4 		$12K Hold
86
– – 0.01% 334
2016
Q3 		$11K Hold
86
– – 0.01% 344
2016
Q2 		$10K Hold
86
– – 0.01% 346
2016
Q1 		$10K Hold
86
– – 0.01% 345
2015
Q4 		$10K Hold
86
– – 0.01% 337
2015
Q3 		$9K Sell
86
-100
-54% -$11.9K 0.01% 348
2015
Q2 		$23K Hold
186
– – 0.02% 258
2015
Q1 		$23K Hold
186
– – 0.02% 259
2014
Q4 		$22K Buy
+186
New +$21.3K 0.02% 256

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return