SteelBridge Private Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

SteelBridge Private 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
2017 Q3	–	Sell	-3,580	Closed	-$504K	–	47
2017 Q2	$504K	Hold	3,580	–	–	0.71%	33
2017 Q1	$492K	Hold	3,580	–	–	0.75%	31
2016 Q4	$484K	Buy	3,580 +1,240	+53%	+$158K	0.76%	31
2016 Q3	$291K	Hold	2,340	–	–	0.85%	31
2016 Q2	$282K	Sell	2,340 -156	-6%	-$17.6K	0.85%	30
2016 Q1	$276K	Buy	+2,496	New	+$258K	0.56%	36

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SteelBridge Private Wealth Advisors's IWM Position: Q3 2017 in Review

SteelBridge Private Wealth Advisors sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 3,580 shares — an estimated $504K sold.

SteelBridge Private Wealth Advisors first reported a position in IWM in Q1 2016 and held it in 6 quarters. The position peaked at $504K in Q2 2017. 1,098 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

SteelBridge Private Wealth Advisors reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
SteelBridge Private Wealth Advisors sold 3,580 iShares Russell 2000 ETF shares in Q3 2017, an estimated $504K.
SteelBridge Private Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 6 quarters.
SteelBridge Private Wealth Advisors's iShares Russell 2000 ETF position peaked at $504K in Q2 2017.
1,098 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on SteelBridge Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.