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Baldwin Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Baldwin Wealth Partners’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
2018
Q1 		– Sell
-660
Closed -$123K – 495
2017
Q4 		$123K Hold
660
– – 0.02% 230
2017
Q3 		$118K Hold
660
– – 0.02% 224
2017
Q2 		$111K Hold
660
– – 0.02% 228
2017
Q1 		$107K Hold
660
– – 0.02% 227
2016
Q4 		$102K Hold
660
– – 0.02% 226
2016
Q3 		$98K Buy
660
+160
+32% +$23.3K 0.02% 230
2016
Q2 		$69K Hold
500
– – 0.01% 242
2016
Q1 		$66K Buy
+500
New +$62.4K 0.01% 277

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Baldwin Wealth Partners's IWO Position: Q1 2018 in Review

Baldwin Wealth Partners sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 660 shares — an estimated $123K sold.

Baldwin Wealth Partners first reported a position in IWO in Q1 2016 and held it in 8 quarters. The position peaked at $123K in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Baldwin Wealth Partners reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 660 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $123K.
  • Baldwin Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 8 quarters.
  • Baldwin Wealth Partners's iShares Russell 2000 Growth ETF position peaked at $123K in Q4 2017.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Baldwin Wealth Partners's 13F filing for Q1 2018, filed 16 Apr 2018.