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

Accuvest 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
2013
Q4 		– Sell
-38,935
Closed -$4.9M – 78
2013
Q3 		$4.9M Buy
+38,935
New +$4.69M 1.24% 20

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Accuvest Global Advisors's IWO Position: Q4 2013 in Review

Accuvest Global Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2013, closing a stake of 38,935 shares — an estimated $4.9M sold.

Accuvest Global Advisors first reported a position in IWO in Q3 2013 and held it in 1 quarter. The position peaked at $4.9M in Q3 2013. 362 funds tracked by Wall St. Rank hold IWO as of Q4 2013.

  • Accuvest Global Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2013 after selling out during the quarter.
  • Accuvest Global Advisors sold 38,935 iShares Russell 2000 Growth ETF shares in Q4 2013, an estimated $4.9M.
  • Accuvest Global Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 1 quarter.
  • Accuvest Global Advisors's iShares Russell 2000 Growth ETF position peaked at $4.9M in Q3 2013.
  • 362 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2013.

Based on Accuvest Global Advisors's 13F filing for Q4 2013, filed 16 Jan 2014.