WFG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

WFG 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
2017 Q2	$1.34M	Buy	9,517 +4,442	+88%	+$615K	0.3%	88
2017 Q1	$698K	Sell	5,075 -339	-6%	-$46.3K	0.19%	128
2016 Q4	$730K	Buy	5,414 +712	+15%	+$91K	0.18%	147
2016 Q3	$584K	Buy	4,702 +72	+2%	+$8.75K	0.15%	164
2016 Q2	$532K	Sell	4,630 -319	-6%	-$36K	0.14%	164
2016 Q1	$548K	Sell	4,949 -1,470	-23%	-$152K	0.16%	158
2015 Q4	$723K	Sell	6,419 -531	-8%	-$61.3K	0.22%	116
2015 Q3	$759K	Sell	6,950 -673	-9%	-$79.8K	0.24%	98
2015 Q2	$952K	Buy	7,623 +1,712	+29%	+$214K	0.26%	83
2015 Q1	$735K	Buy	5,911 +1,379	+30%	+$166K	0.21%	115
2014 Q4	$542K	Buy	4,532 +39	+0.9%	+$4.46K	0.11%	205
2014 Q3	$491K	Buy	4,493 +84	+2%	+$9.61K	0.09%	261
2014 Q2	$524K	Sell	4,409 -29	-0.7%	-$3.29K	0.1%	246
2014 Q1	$516K	Sell	4,438 -4,521	-50%	-$522K	0.1%	237
2013 Q4	$1.03M	Buy	8,959 +2,219	+33%	+$245K	0.15%	163
2013 Q3	$719K	Sell	6,740 -867	-11%	-$89.7K	0.11%	211
2013 Q2	$738K	Buy	+7,607	New	+$727K	0.12%	196

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WFG Advisors's IWM Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell 2000 ETF (IWM) stake by 88% in Q2 2017, buying an estimated $615K and bringing the position to 9,517 shares worth $1.34M. The position accounts for 0.3% of the portfolio, ranked #88.

WFG Advisors first reported a position in IWM in Q2 2013 and has held it in 17 quarters since. 1,082 funds tracked by Wall St. Rank hold IWM as of Q2 2017.

WFG Advisors held 9,517 shares of iShares Russell 2000 ETF worth $1.34M as of Q2 2017.
WFG Advisors bought 4,442 iShares Russell 2000 ETF shares in Q2 2017, an estimated $615K.
iShares Russell 2000 ETF made up 0.3% of WFG Advisors's portfolio in Q2 2017, its #88 holding.
WFG Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 17 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.