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Avalon Investment & Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Avalon Investment & Advisory’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
-3,260
Closed -$583K – 367
2017
Q3 		$583K Hold
3,260
– – 0.02% 309
2017
Q2 		$550K Hold
3,260
– – 0.02% 312
2017
Q1 		$527K Sell
3,260
-1,250
-28% -$198K 0.02% 307
2016
Q4 		$694K Buy
+4,510
New +$673K 0.03% 261

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

Avalon Investment & Advisory's IWO Position: Q4 2017 in Review

Avalon Investment & Advisory sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 3,260 shares — an estimated $583K sold.

Avalon Investment & Advisory first reported a position in IWO in Q4 2016 and held it in 4 quarters. The position peaked at $694K in Q4 2016. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • Avalon Investment & Advisory reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 3,260 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $583K.
  • Avalon Investment & Advisory first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 4 quarters.
  • Avalon Investment & Advisory's iShares Russell 2000 Growth ETF position peaked at $694K in Q4 2016.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Avalon Investment & Advisory's 13F filing for Q4 2017, filed 14 Feb 2018.