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Vontobel Swiss Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Vontobel Swiss 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
2020
Q3 		– Sell
-5,800
Closed -$830K – 73
2020
Q2 		$830K Hold
5,800
– – 0.55% 41
2020
Q1 		$664K Hold
5,800
– – 0.51% 44
2019
Q4 		$961K Hold
5,800
– – 0.63% 44
2019
Q3 		$878K Sell
5,800
-1,025
-15% -$157K 0.57% 53
2019
Q2 		$1.06M Buy
+6,825
New +$1.05M 0.57% 58
2019
Q1 		– Sell
-2,275
Closed -$305K – 74
2018
Q4 		$305K Hold
2,275
– – 0.23% 54
2018
Q3 		$384K Hold
2,275
– – 0.22% 53
2018
Q2 		$373K Sell
2,275
-175
-7% -$28K 0.21% 55
2018
Q1 		$372K Buy
2,450
+500
+26% +$77.2K 0.2% 59
2017
Q4 		$297K Buy
+1,950
New +$293K 0.17% 64

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return