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Aristotle Capital Boston’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Aristotle Capital Boston’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
2017
Q1 		– Sell
-27,981
Closed -$4.31M – 127
2016
Q4 		$4.31M Buy
+27,981
New +$4.18M 0.59% 78

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
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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Aristotle Capital Boston's IWO Position: Q1 2017 in Review

Aristotle Capital Boston sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 27,981 shares — an estimated $4.31M sold.

Aristotle Capital Boston first reported a position in IWO in Q4 2016 and held it in 1 quarter. The position peaked at $4.31M in Q4 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

  • Aristotle Capital Boston reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Aristotle Capital Boston sold 27,981 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $4.31M.
  • Aristotle Capital Boston first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 1 quarter.
  • Aristotle Capital Boston's iShares Russell 2000 Growth ETF position peaked at $4.31M in Q4 2016.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on Aristotle Capital Boston's 13F filing for Q1 2017, filed 12 May 2017.