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Ken Stern & Associates’s iShares Russell 2000 ETF IWM Stock Holding History

Ken Stern & Associates’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
Q3 		$232K Sell
1,374
-39
-3% -$6.58K 0.1% 127
2018
Q2 		$231K Buy
+1,413
New +$226K 0.11% 115

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ken Stern & Associates's IWM Position: Q3 2018 in Review

Ken Stern & Associates reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q3 2018, selling an estimated $6.58K and leaving 1,374 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #127.

Ken Stern & Associates first reported a position in IWM in Q2 2018 and has held it in 2 quarters since. 1,302 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

  • Ken Stern & Associates held 1,374 shares of iShares Russell 2000 ETF worth $232K as of Q3 2018.
  • Ken Stern & Associates sold 39 iShares Russell 2000 ETF shares in Q3 2018, an estimated $6.58K.
  • iShares Russell 2000 ETF made up 0.1% of Ken Stern & Associates's portfolio in Q3 2018, its #127 holding.
  • Ken Stern & Associates first reported a position in iShares Russell 2000 ETF in Q2 2018 and has held it in 2 quarters since.
  • 1,302 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Ken Stern & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.