Appleton Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Appleton Group’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 Q4	–	Sell	-44,035	Closed	-$5.71M	–	23
2014 Q3	$5.71M	Buy	44,035 +3,652	+9%	+$489K	7.21%	7
2014 Q2	$5.59M	Sell	40,383 -2,545	-6%	-$335K	6.21%	8
2014 Q1	$5.84M	Sell	42,928 -2,743	-6%	-$375K	7.17%	7
2013 Q4	$6.19M	Buy	45,671 +916	+2%	+$119K	8.16%	6
2013 Q3	$5.63M	Buy	+44,755	New	+$5.39M	7.71%	6

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Appleton Group's IWO Position: Q4 2014 in Review

Appleton Group sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2014, closing a stake of 44,035 shares — an estimated $5.71M sold.

Appleton Group first reported a position in IWO in Q3 2013 and held it in 5 quarters. The position peaked at $6.19M in Q4 2013. 384 funds tracked by Wall St. Rank hold IWO as of Q4 2014.

Appleton Group reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2014 after selling out during the quarter.
Appleton Group sold 44,035 iShares Russell 2000 Growth ETF shares in Q4 2014, an estimated $5.71M.
Appleton Group first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 5 quarters.
Appleton Group's iShares Russell 2000 Growth ETF position peaked at $6.19M in Q4 2013.
384 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2014.

Based on Appleton Group's 13F filing for Q4 2014, filed 10 Feb 2015.