Hefty Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Hefty Wealth Partners’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 Q1	$962K	Buy	6,336 +156	+3%	+$24.1K	0.62%	51
2017 Q4	$942K	Buy	6,180 +420	+7%	+$63.1K	0.58%	51
2017 Q3	$854K	Buy	5,760 +241	+4%	+$33.9K	0.56%	53
2017 Q2	$777K	Buy	5,519 +240	+5%	+$33.2K	0.53%	58
2017 Q1	$725K	Buy	5,279 +37	+0.7%	+$5.05K	0.53%	71
2016 Q4	$706K	Sell	5,242 -3,905	-43%	-$499K	0.59%	50
2016 Q3	$1.14M	Sell	9,147 -5,280	-37%	-$642K	0.86%	36
2016 Q2	$1.66M	Buy	14,427 +509	+4%	+$57.4K	1.37%	26
2016 Q1	$1.54M	Buy	13,918 +2,176	+19%	+$225K	1.44%	21
2015 Q4	$1.32M	Buy	+11,742	New	+$1.35M	1.26%	23

Other funds holding IWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hefty Wealth Partners's IWM Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2018, buying an estimated $24.1K and bringing the position to 6,336 shares worth $962K. The position accounts for 0.62% of the portfolio, ranked #51.

Hefty Wealth Partners first reported a position in IWM in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.66M in Q2 2016. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

Hefty Wealth Partners held 6,336 shares of iShares Russell 2000 ETF worth $962K as of Q1 2018.
Hefty Wealth Partners bought 156 iShares Russell 2000 ETF shares in Q1 2018, an estimated $24.1K.
iShares Russell 2000 ETF made up 0.62% of Hefty Wealth Partners's portfolio in Q1 2018, its #51 holding.
Hefty Wealth Partners first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares Russell 2000 ETF position peaked at $1.66M in Q2 2016.
1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.