Appleton Group
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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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Highfields Capital Management
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.