IWM
CSML

IHT Wealth Management’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

IHT Wealth Management’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-132
Closed -$4K – 1442
2018
Q1 		$4K Hold
132
– – ﹤0.01% 1399
2017
Q4 		$4K Buy
+132
New +$3.66K ﹤0.01% 1397

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's CSML Position: Q2 2018 in Review

IHT Wealth Management sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2018, closing a stake of 132 shares — an estimated $4K sold.

IHT Wealth Management first reported a position in CSML in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 39 funds tracked by Wall St. Rank hold CSML as of Q2 2018.

  • IHT Wealth Management reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 132 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2018, an estimated $4K.
  • IHT Wealth Management first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $4K in Q1 2018.
  • 39 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.