LBA Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

LBA Wealth Management’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	$137K	Hold	997	–	–	0.07%	123
2016 Q4	$134K	Hold	997	–	–	0.07%	123
2016 Q3	$124K	Hold	997	–	–	0.07%	137
2016 Q2	$115K	Sell	997 -390	-28%	-$44K	0.06%	141
2016 Q1	$153K	Sell	1,387 -65	-4%	-$6.73K	0.09%	116
2015 Q4	$164K	Sell	1,452 -275	-16%	-$31.7K	0.09%	128
2015 Q3	$189K	Sell	1,727 -1,025	-37%	-$122K	0.12%	111
2015 Q2	$344K	Sell	2,752 -59	-2%	-$7.37K	0.22%	77
2015 Q1	$350K	Sell	2,811 -60	-2%	-$7.23K	0.22%	76
2014 Q4	$343K	Hold	2,871	–	–	0.23%	65
2014 Q3	$314K	Sell	2,871 -150	-5%	-$17.2K	0.22%	60
2014 Q2	$359K	Sell	3,021 -100	-3%	-$11.4K	0.29%	57
2014 Q1	$363K	Sell	3,121 -925	-23%	-$107K	0.3%	57
2013 Q4	$467K	Buy	+4,046	New	+$447K	0.38%	51

Other funds holding IWM

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

LBA Wealth Management's IWM Position: Q1 2017 in Review

LBA Wealth Management held its iShares Russell 2000 ETF (IWM) position steady in Q1 2017 at 997 shares worth $137K. The position accounts for 0.07% of the portfolio, ranked #123.

LBA Wealth Management first reported a position in IWM in Q4 2013 and has held it in 14 quarters since. The position peaked at $467K in Q4 2013. 1,079 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

LBA Wealth Management held 997 shares of iShares Russell 2000 ETF worth $137K as of Q1 2017.
LBA Wealth Management left its iShares Russell 2000 ETF share count unchanged in Q1 2017.
iShares Russell 2000 ETF made up 0.07% of LBA Wealth Management's portfolio in Q1 2017, its #123 holding.
LBA Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Russell 2000 ETF position peaked at $467K in Q4 2013.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.