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

Aris Wealth 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
2015
Q3 		$20K Sell
150
-414
-73% -$61.3K 0.04% 168
2015
Q2 		$87K Buy
564
+46
+9% +$7.05K 0.08% 153
2015
Q1 		$79K Buy
+518
New +$75.5K 0.07% 163

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Aris Wealth Services's IWO Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares Russell 2000 Growth ETF (IWO) stake by 73% in Q3 2015, selling an estimated $61.3K and leaving 150 shares worth $20K. The position accounts for 0.04% of the portfolio, ranked #168.

Aris Wealth Services first reported a position in IWO in Q1 2015 and has held it in 3 quarters since. The position peaked at $87K in Q2 2015. 401 funds tracked by Wall St. Rank hold IWO as of Q3 2015.

  • Aris Wealth Services held 150 shares of iShares Russell 2000 Growth ETF worth $20K as of Q3 2015.
  • Aris Wealth Services sold 414 iShares Russell 2000 Growth ETF shares in Q3 2015, an estimated $61.3K.
  • iShares Russell 2000 Growth ETF made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #168 holding.
  • Aris Wealth Services first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares Russell 2000 Growth ETF position peaked at $87K in Q2 2015.
  • 401 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.