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Alerus Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Alerus Investment 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
2014
Q3 		– Sell
-12
Closed -$2K – 157
2014
Q2 		$2K Hold
12
– – ﹤0.01% 158
2014
Q1 		$2K Hold
12
– – ﹤0.01% 159
2013
Q4 		$2K Sell
12
-7
-37% -$907 ﹤0.01% 158
2013
Q3 		$2K Sell
19
-179
-90% -$21.6K ﹤0.01% 164
2013
Q2 		$24K Buy
+198
New +$21.6K ﹤0.01% 144

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

Alerus Investment Advisors's IWO Position: Q3 2014 in Review

Alerus Investment Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2014, closing a stake of 12 shares — an estimated $2K sold.

Alerus Investment Advisors first reported a position in IWO in Q2 2013 and held it in 5 quarters. The position peaked at $24K in Q2 2013. 329 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • Alerus Investment Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Alerus Investment Advisors sold 12 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $2K.
  • Alerus Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 5 quarters.
  • Alerus Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $24K in Q2 2013.
  • 329 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on Alerus Investment Advisors's 13F filing for Q3 2014, filed 12 Nov 2014.