GFS Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

GFS Private Wealth’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 Q4	$682K	Buy	+4,476	New	+$672K	0.23%	36

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GFS Private Wealth's IWM Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2017: 4,476 shares worth $682K. The stake represents 0.23% of the portfolio and ranks #36 among its holdings.

1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

GFS Private Wealth held 4,476 shares of iShares Russell 2000 ETF worth $682K as of Q4 2017.
iShares Russell 2000 ETF was a new GFS Private Wealth position in Q4 2017.
iShares Russell 2000 ETF made up 0.23% of GFS Private Wealth's portfolio in Q4 2017, its #36 holding.
1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.