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Wealth & Pension Services Group’s iShares Russell 2000 ETF IWM Stock Holding History

Wealth & Pension Services Group’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
-3,002
Closed -$506K – 106
2018
Q3 		$506K Buy
+3,002
New +$507K 0.51% 46

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wealth & Pension Services Group's IWM Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 3,002 shares — an estimated $506K sold.

Wealth & Pension Services Group first reported a position in IWM in Q3 2018 and held it in 1 quarter. The position peaked at $506K in Q3 2018. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 3,002 iShares Russell 2000 ETF shares in Q4 2018, an estimated $506K.
  • Wealth & Pension Services Group first reported a position in iShares Russell 2000 ETF in Q3 2018 and held it in 1 quarter.
  • Wealth & Pension Services Group's iShares Russell 2000 ETF position peaked at $506K in Q3 2018.
  • 1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.