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

CT 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
2017 Q1	$805K	Sell	5,855 -8	-0.1%	-$1.09K	0.5%	50
2016 Q4	$791K	Sell	5,863 -9	-0.2%	-$1.15K	0.5%	47
2016 Q3	$729K	Sell	5,872 -746	-11%	-$90.7K	0.45%	55
2016 Q2	$761K	Sell	6,618 -255	-4%	-$28.8K	0.47%	52
2016 Q1	$760K	Buy	6,873 +13	+0.2%	+$1.35K	0.43%	54
2015 Q4	$773K	Sell	6,860 -53	-0.8%	-$6.11K	0.44%	56
2015 Q3	$755K	Sell	6,913 -71	-1%	-$8.42K	0.47%	56
2015 Q2	$872K	Sell	6,984 -28	-0.4%	-$3.5K	0.5%	59
2015 Q1	$872K	Sell	7,012 -40	-0.6%	-$4.82K	0.48%	57
2014 Q4	$844K	Buy	+7,052	New	+$806K	0.64%	41
2014 Q1	$872K	Buy	+7,012	New	+$809K	0.48%	57

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CT Financial Advisors's IWM Position: Q1 2017 in Review

CT Financial Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.14% in Q1 2017, selling an estimated $1.09K and leaving 5,855 shares worth $805K. The position accounts for 0.5% of the portfolio, ranked #50.

CT Financial Advisors first reported a position in IWM in Q1 2014 and has held it in 11 quarters since. The position peaked at $872K in Q1 2015. 1,079 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

CT Financial Advisors held 5,855 shares of iShares Russell 2000 ETF worth $805K as of Q1 2017.
CT Financial Advisors sold 8 iShares Russell 2000 ETF shares in Q1 2017, an estimated $1.09K.
iShares Russell 2000 ETF made up 0.5% of CT Financial Advisors's portfolio in Q1 2017, its #50 holding.
CT Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's iShares Russell 2000 ETF position peaked at $872K in Q1 2015.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.