Independence Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Independence Trust’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 Q4	$263K	Hold	1,725	–	–	0.29%	58
2017 Q3	$256K	Buy	+1,725	New	+$243K	0.29%	62

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Independence Trust's IWM Position: Q4 2017 in Review

Independence Trust held its iShares Russell 2000 ETF (IWM) position steady in Q4 2017 at 1,725 shares worth $263K. The position accounts for 0.29% of the portfolio, ranked #58.

Independence Trust first reported a position in IWM in Q3 2017 and has held it in 2 quarters since. 1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

Independence Trust held 1,725 shares of iShares Russell 2000 ETF worth $263K as of Q4 2017.
Independence Trust left its iShares Russell 2000 ETF share count unchanged in Q4 2017.
iShares Russell 2000 ETF made up 0.29% of Independence Trust's portfolio in Q4 2017, its #58 holding.
Independence Trust first reported a position in iShares Russell 2000 ETF in Q3 2017 and has held it in 2 quarters since.
1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.