IWM
VTWO icon

IHT Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

IHT Wealth Management’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-136
Closed -$8K – 1363
2018
Q1 		$8K Sell
136
-46
-25% -$2.85K ﹤0.01% 1250
2017
Q4 		$11K Buy
+182
New +$11K ﹤0.01% 1178

Other funds holding VTWO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

IHT Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q2 2018, closing a stake of 136 shares — an estimated $8K sold.

IHT Wealth Management first reported a position in VTWO in Q4 2017 and held it in 2 quarters. The position peaked at $11K in Q4 2017. 151 funds tracked by Wall St. Rank hold VTWO as of Q2 2018.

  • IHT Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 136 Vanguard Russell 2000 ETF shares in Q2 2018, an estimated $8K.
  • IHT Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Vanguard Russell 2000 ETF position peaked at $11K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2018.

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