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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Brick & Kyle Associates's IWM Position: Q1 2017 in Review

Brick & Kyle Associates sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 86 shares — an estimated $12K sold.

Brick & Kyle Associates first reported a position in IWM in Q4 2014 and held it in 9 quarters. The position peaked at $23K in Q2 2015. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

Brick & Kyle Associates reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
Brick & Kyle Associates sold 86 iShares Russell 2000 ETF shares in Q1 2017, an estimated $12K.
Brick & Kyle Associates first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 9 quarters.
Brick & Kyle Associates's iShares Russell 2000 ETF position peaked at $23K in Q2 2015.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Brick & Kyle Associates's 13F filing for Q1 2017, filed 2 May 2017.