GWA
IWM icon

Guidant Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Guidant Wealth 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
Q3 		$544K Hold
3,596
– – 0.2% 68
2019
Q2 		$559K Buy
3,596
+1
+0% +$154 0.22% 68
2019
Q1 		$550K Buy
3,595
+761
+27% +$114K 0.21% 70
2018
Q4 		$379K Buy
+2,834
New +$423K 0.18% 71

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Guidant Wealth Advisors's IWM Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q3 2019 at 3,596 shares worth $544K. The position accounts for 0.2% of the portfolio, ranked #68.

Guidant Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 4 quarters since. The position peaked at $559K in Q2 2019. 1,383 funds tracked by Wall St. Rank hold IWM as of Q3 2019.

  • Guidant Wealth Advisors held 3,596 shares of iShares Russell 2000 ETF worth $544K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares Russell 2000 ETF share count unchanged in Q3 2019.
  • iShares Russell 2000 ETF made up 0.2% of Guidant Wealth Advisors's portfolio in Q3 2019, its #68 holding.
  • Guidant Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 4 quarters since.
  • Guidant Wealth Advisors's iShares Russell 2000 ETF position peaked at $559K in Q2 2019.
  • 1,383 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.