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

Highwater 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
2017
Q3 		– Sell
-1,653
Closed -$233K – 48
2017
Q2 		$233K Sell
1,653
-699
-30% -$96.7K 0.56% 42
2017
Q1 		$323K Sell
2,352
-576
-20% -$78.7K 0.97% 27
2016
Q4 		$395K Buy
2,928
+28
+1% +$3.58K 2.03% 18
2016
Q3 		$360K Buy
+2,900
New +$352K 2.01% 20

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Highwater Wealth Management's IWM Position: Q3 2017 in Review

Highwater Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 1,653 shares — an estimated $233K sold.

Highwater Wealth Management first reported a position in IWM in Q3 2016 and held it in 4 quarters. The position peaked at $395K in Q4 2016. 1,097 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

  • Highwater Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
  • Highwater Wealth Management sold 1,653 iShares Russell 2000 ETF shares in Q3 2017, an estimated $233K.
  • Highwater Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2016 and held it in 4 quarters.
  • Highwater Wealth Management's iShares Russell 2000 ETF position peaked at $395K in Q4 2016.
  • 1,097 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Highwater Wealth Management's 13F filing for Q3 2017, filed 18 Oct 2017.