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

IBEX 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
2017 Q1	–	Sell	-80	Closed	-$11K	–	223
2016 Q4	$11K	Buy	+80	New	+$10.2K	0.01%	277

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

IBEX Wealth Advisors's IWM Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 80 shares — an estimated $11K sold.

IBEX Wealth Advisors first reported a position in IWM in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 1,079 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

IBEX Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 80 iShares Russell 2000 ETF shares in Q1 2017, an estimated $11K.
IBEX Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's iShares Russell 2000 ETF position peaked at $11K in Q4 2016.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.