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

CXI 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
2019 Q4	$26K	Buy	+158	New	+$25K	0.06%	39

Other funds holding IWM

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

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

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

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

CXI Advisors's IWM Position: Q4 2019 in Review

CXI Advisors opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2019: 158 shares worth $26K. The stake represents 0.06% of the portfolio and ranks #39 among its holdings.

1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

CXI Advisors held 158 shares of iShares Russell 2000 ETF worth $26K as of Q4 2019.
iShares Russell 2000 ETF was a new CXI Advisors position in Q4 2019.
iShares Russell 2000 ETF made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #39 holding.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.