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UBP Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

UBP Investment 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
2018
Q2 		– Sell
-1,924
Closed -$292K – 50
2018
Q1 		$292K Buy
+1,924
New +$297K 0.32% 43

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Wells Fargo
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Bank of America
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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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBP Investment Advisors's IWM Position: Q2 2018 in Review

UBP Investment Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 1,924 shares — an estimated $292K sold.

UBP Investment Advisors first reported a position in IWM in Q1 2018 and held it in 1 quarter. The position peaked at $292K in Q1 2018. 1,269 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

  • UBP Investment Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 1,924 iShares Russell 2000 ETF shares in Q2 2018, an estimated $292K.
  • UBP Investment Advisors first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 1 quarter.
  • UBP Investment Advisors's iShares Russell 2000 ETF position peaked at $292K in Q1 2018.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on UBP Investment Advisors's 13F filing for Q2 2018, filed 9 Jul 2018.