Vector Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Vector Wealth Management’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
2016 Q4	$309K	Sell	2,293 -991	-30%	-$127K	0.22%	62
2016 Q3	$408K	Hold	3,284	–	–	0.28%	46
2016 Q2	$378K	Buy	3,284 +203	+7%	+$22.9K	0.26%	50
2016 Q1	$341K	Sell	3,081 -205	-6%	-$21.2K	0.25%	49
2015 Q4	$370K	Hold	3,286	–	–	0.29%	43
2015 Q3	$391K	Buy	3,286 +411	+14%	+$48.7K	0.31%	40
2015 Q2	$359K	Buy	2,875 +497	+21%	+$62.1K	0.28%	45
2015 Q1	$296K	Sell	2,378 -53	-2%	-$6.39K	0.24%	50
2014 Q4	$291K	Buy	+2,431	New	+$278K	0.22%	49
2013 Q4	–	Sell	-1,882	Closed	-$201K	–	61
2013 Q3	$201K	Buy	+1,882	New	+$195K	0.15%	58

Other funds holding IWM

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

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

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

Vector Wealth Management's IWM Position: Q4 2016 in Review

Vector Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 30% in Q4 2016, selling an estimated $127K and leaving 2,293 shares worth $309K. The position accounts for 0.22% of the portfolio, ranked #62.

Vector Wealth Management first reported a position in IWM in Q3 2013 and has held it in 10 quarters since. The position peaked at $408K in Q3 2016. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

Vector Wealth Management held 2,293 shares of iShares Russell 2000 ETF worth $309K as of Q4 2016.
Vector Wealth Management sold 991 iShares Russell 2000 ETF shares in Q4 2016, an estimated $127K.
iShares Russell 2000 ETF made up 0.22% of Vector Wealth Management's portfolio in Q4 2016, its #62 holding.
Vector Wealth Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 10 quarters since.
Vector Wealth Management's iShares Russell 2000 ETF position peaked at $408K in Q3 2016.
1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.