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Advocacy Wealth Management Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-320
Closed -$45K – 534
2015
Q4 		$45K Buy
+320
New +$45.4K 0.05% 174

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Advocacy Wealth Management Services's IWO Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2016, closing a stake of 320 shares — an estimated $45K sold.

Advocacy Wealth Management Services first reported a position in IWO in Q4 2015 and held it in 1 quarter. The position peaked at $45K in Q4 2015. 423 funds tracked by Wall St. Rank hold IWO as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 320 iShares Russell 2000 Growth ETF shares in Q1 2016, an estimated $45K.
  • Advocacy Wealth Management Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Russell 2000 Growth ETF position peaked at $45K in Q4 2015.
  • 423 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.