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CapWealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

CapWealth 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
2016
Q4 		– Sell
-74
Closed -$9K – 176
2016
Q3 		$9K Hold
74
– – ﹤0.01% 218
2016
Q2 		$9K Sell
74
-726
-91% -$81.9K ﹤0.01% 213
2016
Q1 		$89K Buy
+800
New +$82.8K 0.02% 107
2015
Q3 		– Sell
-933
Closed -$116K – 286
2015
Q2 		$116K Hold
933
– – 0.03% 98
2015
Q1 		$116K Buy
+933
New +$112K 0.03% 100
2014
Q4 		– Sell
-933
Closed -$102K – 187
2014
Q3 		$102K Hold
933
– – 0.02% 110
2014
Q2 		$111K Hold
933
– – 0.03% 106
2014
Q1 		$109K Hold
933
– – 0.03% 100
2013
Q4 		$108K Hold
933
– – 0.03% 110
2013
Q3 		$99K Buy
+933
New +$96.5K 0.03% 114

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B 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
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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return