IPC
IWM icon

Independent Portfolio Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Independent Portfolio Consultants’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
-143
Closed -$19K – 864
2016
Q4 		$19K Buy
+143
New +$18.3K 0.01% 630
2016
Q1 		– Sell
-9,295
Closed -$1.05M – 777
2015
Q4 		$1.05M Buy
+9,295
New +$1.07M 0.31% 96

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Portfolio Consultants's IWM Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 143 shares — an estimated $19K sold.

Independent Portfolio Consultants first reported a position in IWM in Q4 2015 and held it in 2 quarters. The position peaked at $1.05M in Q4 2015. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 143 iShares Russell 2000 ETF shares in Q1 2017, an estimated $19K.
  • Independent Portfolio Consultants first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's iShares Russell 2000 ETF position peaked at $1.05M in Q4 2015.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.