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

Kanaly 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
2016 Q4	$28K	Hold	210	–	–	0.01%	370
2016 Q3	$26K	Hold	210	–	–	0.01%	379
2016 Q2	$24K	Hold	210	–	–	﹤0.01%	397
2016 Q1	$23K	Hold	210	–	–	﹤0.01%	407
2015 Q4	$24K	Hold	210	–	–	﹤0.01%	395
2015 Q3	$23K	Hold	210	–	–	0.01%	420
2015 Q2	$26K	Hold	210	–	–	0.01%	421
2015 Q1	$26K	Hold	210	–	–	0.01%	356
2014 Q4	$25K	Hold	210	–	–	0.01%	362
2014 Q3	$23K	Hold	210	–	–	﹤0.01%	375
2014 Q2	$25K	Hold	210	–	–	﹤0.01%	381
2014 Q1	$24K	Hold	210	–	–	﹤0.01%	372
2013 Q4	$24K	Buy	+210	New	+$23.2K	﹤0.01%	360

Other funds holding IWM

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

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Kanaly Trust's IWM Position: Q4 2016 in Review

Kanaly Trust held its iShares Russell 2000 ETF (IWM) position steady in Q4 2016 at 210 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #370.

Kanaly Trust first reported a position in IWM in Q4 2013 and has held it in 13 quarters since. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

Kanaly Trust held 210 shares of iShares Russell 2000 ETF worth $28K as of Q4 2016.
Kanaly Trust left its iShares Russell 2000 ETF share count unchanged in Q4 2016.
iShares Russell 2000 ETF made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #370 holding.
Kanaly Trust first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 13 quarters since.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.