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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
2016
Q4 		– Sell
-22,900
Closed -$16K – 717
2016
Q3 		$16K Sell
22,900
-22,900
-50% -$2.78M ﹤0.01% 920
2016
Q2 		$43K Hold
45,800
– – 0.01% 668
2016
Q1 		$62K Buy
45,800
+26,600
+139% +$2.75M 0.01% 658
2015
Q4 		$35K Buy
+19,200
New +$2.21M ﹤0.01% 671

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.