Kabarec Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Kabarec Financial Advisors’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
2018 Q2	$30K	Hold	184	–	–	0.02%	59
2018 Q1	$28K	Hold	184	–	–	0.02%	58
2017 Q4	$28K	Buy	+184	New	+$27.6K	0.02%	58

Other funds holding IWM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kabarec Financial Advisors's IWM Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Russell 2000 ETF (IWM) position steady in Q2 2018 at 184 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #59.

Kabarec Financial Advisors first reported a position in IWM in Q4 2017 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

Kabarec Financial Advisors held 184 shares of iShares Russell 2000 ETF worth $30K as of Q2 2018.
Kabarec Financial Advisors left its iShares Russell 2000 ETF share count unchanged in Q2 2018.
iShares Russell 2000 ETF made up 0.02% of Kabarec Financial Advisors's portfolio in Q2 2018, its #59 holding.
Kabarec Financial Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 3 quarters since.
1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.