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1st Global Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

1st Global Advisors’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
2017
Q2 		$1.24M Buy
7,371
+5,711
+344% +$940K 0.14% 97
2017
Q1 		$268K Sell
1,660
-6,723
-80% -$1.07M 0.03% 413
2016
Q4 		$1.29M Buy
+8,383
New +$1.25M 0.16% 79
2016
Q1 		– Sell
-16,952
Closed -$2.36M – 503
2015
Q4 		$2.36M Buy
+16,952
New +$2.4M 0.36% 29

Other funds holding IWO

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

1st Global Advisors's IWO Position: Q2 2017 in Review

1st Global Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 344% in Q2 2017, buying an estimated $940K and bringing the position to 7,371 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #97.

1st Global Advisors first reported a position in IWO in Q4 2015 and has held it in 4 quarters since. The position peaked at $2.36M in Q4 2015. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

  • 1st Global Advisors held 7,371 shares of iShares Russell 2000 Growth ETF worth $1.24M as of Q2 2017.
  • 1st Global Advisors bought 5,711 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $940K.
  • iShares Russell 2000 Growth ETF made up 0.14% of 1st Global Advisors's portfolio in Q2 2017, its #97 holding.
  • 1st Global Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 4 quarters since.
  • 1st Global Advisors's iShares Russell 2000 Growth ETF position peaked at $2.36M in Q4 2015.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on 1st Global Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.