Atherton Lane Advisers’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Atherton Lane Advisers’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 Q4	$285K	Hold	2,045	–	–	0.02%	188
2015 Q3	$274K	Sell	2,045 -100	-5%	-$14.8K	0.02%	193
2015 Q2	$332K	Buy	2,145 +100	+5%	+$15.3K	0.02%	175
2015 Q1	$310K	Hold	2,045	–	–	0.02%	211
2014 Q4	$291K	Hold	2,045	–	–	0.02%	227
2014 Q3	$265K	Buy	2,045 +225	+12%	+$30.2K	0.02%	226
2014 Q2	$252K	Buy	+1,820	New	+$239K	0.01%	240

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Atherton Lane Advisers's IWO Position: Q4 2015 in Review

Atherton Lane Advisers held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2015 at 2,045 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #188.

Atherton Lane Advisers first reported a position in IWO in Q2 2014 and has held it in 7 quarters since. The position peaked at $332K in Q2 2015. 431 funds tracked by Wall St. Rank hold IWO as of Q4 2015.

Atherton Lane Advisers held 2,045 shares of iShares Russell 2000 Growth ETF worth $285K as of Q4 2015.
Atherton Lane Advisers left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2015.
iShares Russell 2000 Growth ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #188 holding.
Atherton Lane Advisers first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares Russell 2000 Growth ETF position peaked at $332K in Q2 2015.
431 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.