Clarfeld Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Clarfeld Financial 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
2018 Q4	$14.2M	Buy	+106,154	New	+$15.8M	11.8%	2

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Clarfeld Financial Advisors's IWM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2018: 106,154 shares worth $14.2M. The stake represents 11.8% of the portfolio and ranks #2 among its holdings.

1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Clarfeld Financial Advisors held 106,154 shares of iShares Russell 2000 ETF worth $14.2M as of Q4 2018.
iShares Russell 2000 ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell 2000 ETF made up 11.8% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #2 holding.
1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.