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Personal Financial Consultants’s iShares Russell 2000 ETF IWM Stock Holding History

Personal Financial Consultants’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
Q4 		– Sell
-8,635
Closed -$1.46M – 39
2018
Q3 		$1.46M Buy
+8,635
New +$1.46M 1.06% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Personal Financial Consultants's IWM Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 8,635 shares — an estimated $1.46M sold.

Personal Financial Consultants first reported a position in IWM in Q3 2018 and held it in 1 quarter. The position peaked at $1.46M in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 8,635 iShares Russell 2000 ETF shares in Q4 2018, an estimated $1.46M.
  • Personal Financial Consultants first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Russell 2000 ETF position peaked at $1.46M in Q3 2018.
  • 1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.