Sound View Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Sound View Wealth Advisors’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 Q1	$545K	Buy	3,560 +20	+0.6%	+$3.01K	0.17%	132
2018 Q4	$474K	Buy	+3,540	New	+$528K	0.17%	131

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Sound View Wealth Advisors's IWM Position: Q1 2019 in Review

Sound View Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.56% in Q1 2019, buying an estimated $3.01K and bringing the position to 3,560 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #132.

Sound View Wealth Advisors first reported a position in IWM in Q4 2018 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Sound View Wealth Advisors held 3,560 shares of iShares Russell 2000 ETF worth $545K as of Q1 2019.
Sound View Wealth Advisors bought 20 iShares Russell 2000 ETF shares in Q1 2019, an estimated $3.01K.
iShares Russell 2000 ETF made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #132 holding.
Sound View Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 2 quarters since.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.