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Ballew Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ballew Advisors’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
Q4 		– Sell
-162
Closed -$30K – 277
2018
Q3 		$30K Hold
162
– – 0.03% 205
2018
Q2 		$33K Buy
162
+6
+4% +$1.2K 0.04% 193
2018
Q1 		$30K Buy
+156
New +$30K 0.03% 210

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ballew Advisors's IWO Position: Q4 2018 in Review

Ballew Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 162 shares — an estimated $30K sold.

Ballew Advisors first reported a position in IWO in Q1 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Ballew Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 162 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $30K.
  • Ballew Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares Russell 2000 Growth ETF position peaked at $33K in Q2 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.