Integrated Wealth Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
BIT
Integrated Wealth Counsel's IWM Position: Q4 2016 in Review
Integrated Wealth Counsel reduced its iShares Russell 2000 ETF (IWM) stake by 82% in Q4 2016, selling an estimated $76.7K and leaving 131 shares worth $18K. The position accounts for 0.04% of the portfolio, ranked #118.
Integrated Wealth Counsel first reported a position in IWM in Q3 2016 and has held it in 2 quarters since. The position peaked at $91K in Q3 2016. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.
- Integrated Wealth Counsel held 131 shares of iShares Russell 2000 ETF worth $18K as of Q4 2016.
- Integrated Wealth Counsel sold 600 iShares Russell 2000 ETF shares in Q4 2016, an estimated $76.7K.
- iShares Russell 2000 ETF made up 0.04% of Integrated Wealth Counsel's portfolio in Q4 2016, its #118 holding.
- Integrated Wealth Counsel first reported a position in iShares Russell 2000 ETF in Q3 2016 and has held it in 2 quarters since.
- Integrated Wealth Counsel's iShares Russell 2000 ETF position peaked at $91K in Q3 2016.
- 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.
Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.