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Spectrum Financial Alliance’s iShares Russell 2000 ETF IWM Stock Holding History

Spectrum Financial Alliance’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
-35
Closed -$5K – 110
2018
Q3 		$5K Buy
+35
New +$5.91K ﹤0.01% 92

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Spectrum Financial Alliance's IWM Position: Q4 2018 in Review

Spectrum Financial Alliance sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 35 shares — an estimated $5K sold.

Spectrum Financial Alliance first reported a position in IWM in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 1,401 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Spectrum Financial Alliance reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Spectrum Financial Alliance sold 35 iShares Russell 2000 ETF shares in Q4 2018, an estimated $5K.
  • Spectrum Financial Alliance first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 1 quarter.
  • Spectrum Financial Alliance's iShares Russell 2000 ETF position peaked at $5K in Q3 2018.
  • 1,401 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Spectrum Financial Alliance's 13F filing for Q4 2018, filed 15 Feb 2019.