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

Polaris Wealth Advisory Group’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	-460	Closed	-$78K	–	300
2018 Q3	$78K	Hold	460	–	–	0.01%	218
2018 Q2	$70K	Sell	460 -1,502	-77%	-$240K	0.01%	123
2018 Q1	$298K	Buy	+1,962	New	+$303K	0.02%	118
2017 Q3	–	Sell	-7,976	Closed	-$1.12M	–	150
2017 Q2	$1.12M	Buy	+7,976	New	+$1.1M	0.13%	73

Other funds holding IWM

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

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Polaris Wealth Advisory Group's IWM Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 460 shares — an estimated $78K sold.

Polaris Wealth Advisory Group first reported a position in IWM in Q2 2017 and held it in 4 quarters. The position peaked at $1.12M in Q2 2017. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 460 iShares Russell 2000 ETF shares in Q4 2018, an estimated $78K.
Polaris Wealth Advisory Group first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 4 quarters.
Polaris Wealth Advisory Group's iShares Russell 2000 ETF position peaked at $1.12M in Q2 2017.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.