Integrated Wealth Management (Palm Desert)’s iShares Russell 2000 ETF IWM Stock Holding History

Integrated Wealth Management (Palm Desert)’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	$1.7M	Buy	12,351 +2,283	+23%	+$312K	0.57%	53
2016 Q4	$1.36M	Buy	10,068 +653	+7%	+$83.4K	0.51%	58
2016 Q3	$1.17M	Buy	9,415 +1,401	+17%	+$170K	0.42%	63
2016 Q2	$921K	Buy	8,014 +2,226	+38%	+$251K	0.36%	68
2016 Q1	$640K	Buy	5,788 +534	+10%	+$55.3K	0.27%	79
2015 Q4	$592K	Sell	5,254 -522	-9%	-$60.2K	0.25%	86
2015 Q3	$631K	Sell	5,776 -287	-5%	-$34K	0.28%	77
2015 Q2	$757K	Buy	6,063 +902	+17%	+$113K	0.29%	76
2015 Q1	$641K	Buy	+5,161	New	+$622K	0.27%	86

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Integrated Wealth Management (Palm Desert)'s IWM Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its iShares Russell 2000 ETF (IWM) stake by 23% in Q1 2017, buying an estimated $312K and bringing the position to 12,351 shares worth $1.7M. The position accounts for 0.57% of the portfolio, ranked #53.

Integrated Wealth Management (Palm Desert) first reported a position in IWM in Q1 2015 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 12,351 shares of iShares Russell 2000 ETF worth $1.7M as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 2,283 iShares Russell 2000 ETF shares in Q1 2017, an estimated $312K.
iShares Russell 2000 ETF made up 0.57% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #53 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares Russell 2000 ETF in Q1 2015 and has held it in 9 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.