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Concert Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-4,643
Closed -$630K – 294
2017
Q1 		$630K Sell
4,643
-1,462
-24% -$200K 0.14% 205
2016
Q4 		$825K Sell
6,105
-22,112
-78% -$2.83M 0.18% 168
2016
Q3 		$3.5M Buy
28,217
+2,394
+9% +$291K 0.43% 43
2016
Q2 		$2.96M Sell
25,823
-2,355
-8% -$266K 0.4% 47
2016
Q1 		$3.1M Sell
28,178
-2,632
-9% -$272K 0.41% 49
2015
Q4 		$3.47M Sell
30,810
-70,138
-69% -$8.09M 0.46% 44
2015
Q3 		$11M Sell
100,948
-7,208
-7% -$855K 1.49% 4
2015
Q2 		$13.5M Buy
108,156
+74,364
+220% +$9.29M 1.74% 3
2015
Q1 		$1.18M Buy
33,792
+6,149
+22% +$741K 0.34% 66
2014
Q4 		$3.31M Buy
27,643
+3,967
+17% +$454K 0.5% 33
2014
Q3 		$2.59M Sell
23,676
-3,124
-12% -$357K 0.35% 25
2014
Q2 		$3.11M Sell
26,800
-9,326
-26% -$1.06M 0.38% 17
2014
Q1 		$4.12M Sell
36,126
-2,234
-6% -$258K 0.51% 12
2013
Q4 		$4.43M Buy
38,360
+2,976
+8% +$329K 0.56% 11
2013
Q3 		$3.78M Buy
35,384
+1,861
+6% +$193K 0.54% 11
2013
Q2 		$3.25M Buy
+33,523
New +$3.2M 0.49% 15

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 $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Concert Wealth Management's IWM Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2017, closing a stake of 4,643 shares — an estimated $630K sold.

Concert Wealth Management first reported a position in IWM in Q2 2013 and held it in 16 quarters. The position peaked at $13.5M in Q2 2015. 1,081 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,643 iShares Russell 2000 ETF shares in Q2 2017, an estimated $630K.
  • Concert Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's iShares Russell 2000 ETF position peaked at $13.5M in Q2 2015.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.