ABP
IWO icon

Arthur B. Page’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Arthur B. Page’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
Q3 		– Sell
-2,229
Closed -$309K – 73
2014
Q2 		$309K Hold
2,229
– – 0.29% 67
2014
Q1 		$303K Hold
2,229
– – 0.29% 63
2013
Q4 		$302K Buy
+2,229
New +$289K 0.3% 59

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Arthur B. Page's IWO Position: Q3 2014 in Review

Arthur B. Page sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2014, closing a stake of 2,229 shares — an estimated $309K sold.

Arthur B. Page first reported a position in IWO in Q4 2013 and held it in 3 quarters. The position peaked at $309K in Q2 2014. 330 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • Arthur B. Page reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Arthur B. Page sold 2,229 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $309K.
  • Arthur B. Page first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 3 quarters.
  • Arthur B. Page's iShares Russell 2000 Growth ETF position peaked at $309K in Q2 2014.
  • 330 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on Arthur B. Page's 13F filing for Q3 2014, filed 24 Nov 2014.