WealthShield’s iShares Russell 2000 ETF IWM Stock Holding History

WealthShield’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 Q4	$271K	Buy	+1,761	New	+$265K	0.17%	106

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthShield's IWM Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2017: 1,761 shares worth $271K. The stake represents 0.17% of the portfolio and ranks #106 among its holdings.

1,255 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

WealthShield held 1,761 shares of iShares Russell 2000 ETF worth $271K as of Q4 2017.
iShares Russell 2000 ETF was a new WealthShield position in Q4 2017.
iShares Russell 2000 ETF made up 0.17% of WealthShield's portfolio in Q4 2017, its #106 holding.
1,255 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.