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Heartwood Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Heartwood Wealth Management’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
2016
Q3 		$391K Hold
3,149
– – 0.66% 9
2016
Q2 		$362K Hold
3,149
– – 0.53% 11
2016
Q1 		$348K Hold
3,149
– – 0.48% 9
2015
Q4 		$355K Buy
+3,149
New +$363K 0.38% 9

Other funds holding IWM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Heartwood Wealth Management's IWM Position: Q3 2016 in Review

Heartwood Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q3 2016 at 3,149 shares worth $391K. The position accounts for 0.66% of the portfolio, ranked #9.

Heartwood Wealth Management first reported a position in IWM in Q4 2015 and has held it in 4 quarters since. 930 funds tracked by Wall St. Rank hold IWM as of Q3 2016.

  • Heartwood Wealth Management held 3,149 shares of iShares Russell 2000 ETF worth $391K as of Q3 2016.
  • Heartwood Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q3 2016.
  • iShares Russell 2000 ETF made up 0.66% of Heartwood Wealth Management's portfolio in Q3 2016, its #9 holding.
  • Heartwood Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 4 quarters since.
  • 930 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2016.

Based on Heartwood Wealth Management's 13F filing for Q3 2016, filed 24 Oct 2016.