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

Cynosure 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
Q3 		$579K Hold
3,435
– – 0.24% 12
2018
Q2 		$563K Hold
3,435
– – 0.15% 90
2018
Q1 		$522K Hold
3,435
– – 0.13% 91
2017
Q4 		$524K Buy
+3,435
New +$516K 0.12% 96

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cynosure Advisors's IWM Position: Q3 2018 in Review

Cynosure Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2018 at 3,435 shares worth $579K. The position accounts for 0.24% of the portfolio, ranked #12.

Cynosure Advisors first reported a position in IWM in Q4 2017 and has held it in 4 quarters since. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

  • Cynosure Advisors held 3,435 shares of iShares Russell 2000 ETF worth $579K as of Q3 2018.
  • Cynosure Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2018.
  • iShares Russell 2000 ETF made up 0.24% of Cynosure Advisors's portfolio in Q3 2018, its #12 holding.
  • Cynosure Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 4 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.