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1919 Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

1919 Investment Counsel’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$10K Hold
70
– – ﹤0.01% 879
2014
Q2 		$10K Hold
70
– – ﹤0.01% 893
2014
Q1 		$10K Hold
70
– – ﹤0.01% 871
2013
Q4 		$10K Sell
70
-70
-50% -$9.07K ﹤0.01% 864
2013
Q3 		$18K Hold
140
– – ﹤0.01% 808
2013
Q2 		$16K Buy
+140
New +$15.3K ﹤0.01% 807

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

1919 Investment Counsel's IWO Position: Q3 2014 in Review

1919 Investment Counsel held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2014 at 70 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

1919 Investment Counsel first reported a position in IWO in Q2 2013 and has held it in 6 quarters since. The position peaked at $18K in Q3 2013. 330 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • 1919 Investment Counsel held 70 shares of iShares Russell 2000 Growth ETF worth $10K as of Q3 2014.
  • 1919 Investment Counsel left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2014.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of 1919 Investment Counsel's portfolio in Q3 2014, its #879 holding.
  • 1919 Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 6 quarters since.
  • 1919 Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $18K in Q3 2013.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.