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KCS Wealth Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-518
Closed -$78.4K – 270
2019
Q3 		$78.4K Buy
+518
New +$79.1K 0.05% 215

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KCS Wealth Advisory's IWM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Russell 2000 ETF (IWM) in Q4 2019, closing a stake of 518 shares — an estimated $78.4K sold.

KCS Wealth Advisory first reported a position in IWM in Q3 2019 and held it in 1 quarter. The position peaked at $78.4K in Q3 2019. 1,603 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Russell 2000 ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 518 iShares Russell 2000 ETF shares in Q4 2019, an estimated $78.4K.
  • KCS Wealth Advisory first reported a position in iShares Russell 2000 ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Russell 2000 ETF position peaked at $78.4K in Q3 2019.
  • 1,603 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.