Burt Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Burt Wealth 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
2019 Q3	–	Sell	-58	Closed	-$9K	–	343
2019 Q2	$9K	Hold	58	–	–	﹤0.01%	275
2019 Q1	$9K	Sell	58 -121	-68%	-$18.2K	﹤0.01%	280
2018 Q4	$24K	Hold	179	–	–	0.01%	222
2018 Q3	$30K	Buy	179 +121	+209%	+$20.4K	0.01%	220
2018 Q2	$9K	Hold	58	–	–	﹤0.01%	289
2018 Q1	$9K	Buy	+58	New	+$8.96K	﹤0.01%	293

Other funds holding IWM

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Burt Wealth Advisors's IWM Position: Q3 2019 in Review

Burt Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2019, closing a stake of 58 shares — an estimated $9K sold.

Burt Wealth Advisors first reported a position in IWM in Q1 2018 and held it in 6 quarters. The position peaked at $30K in Q3 2018. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

Burt Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2019 after selling out during the quarter.
Burt Wealth Advisors sold 58 iShares Russell 2000 ETF shares in Q3 2019, an estimated $9K.
Burt Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 6 quarters.
Burt Wealth Advisors's iShares Russell 2000 ETF position peaked at $30K in Q3 2018.
1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Burt Wealth Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.