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ArrowMark Colorado Holdings’s iShares Russell 2000 Growth ETF IWO Stock Holding History

ArrowMark Colorado Holdings’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
Q4 		– Sell
-97,028
Closed -$17.4M – 343
2017
Q3 		$17.4M Buy
97,028
+44,610
+85% +$7.58M 0.2% 112
2017
Q2 		$8.85M Buy
+52,418
New +$8.63M 0.11% 162

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ArrowMark Colorado Holdings's IWO Position: Q4 2017 in Review

ArrowMark Colorado Holdings sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 97,028 shares — an estimated $17.4M sold.

ArrowMark Colorado Holdings first reported a position in IWO in Q2 2017 and held it in 2 quarters. The position peaked at $17.4M in Q3 2017. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • ArrowMark Colorado Holdings reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • ArrowMark Colorado Holdings sold 97,028 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $17.4M.
  • ArrowMark Colorado Holdings first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 2 quarters.
  • ArrowMark Colorado Holdings's iShares Russell 2000 Growth ETF position peaked at $17.4M in Q3 2017.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on ArrowMark Colorado Holdings's 13F filing for Q4 2017, filed 14 Feb 2018.