Bank Hapoalim BM’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank Hapoalim BM’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	-5,876	Closed	-$813K	–	168
2014 Q2	$813K	Buy	5,876 +513	+10%	+$67.4K	0.2%	75
2014 Q1	$730K	Sell	5,363 -100	-2%	-$13.7K	0.2%	68
2013 Q4	$740K	Buy	+5,463	New	+$708K	0.23%	69

Other funds holding IWO

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCM

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

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

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

Bank Hapoalim BM's IWO Position: Q3 2014 in Review

Bank Hapoalim BM sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2014, closing a stake of 5,876 shares — an estimated $813K sold.

Bank Hapoalim BM first reported a position in IWO in Q4 2013 and held it in 3 quarters. The position peaked at $813K in Q2 2014. 329 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

Bank Hapoalim BM reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2014 after selling out during the quarter.
Bank Hapoalim BM sold 5,876 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $813K.
Bank Hapoalim BM first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 3 quarters.
Bank Hapoalim BM's iShares Russell 2000 Growth ETF position peaked at $813K in Q2 2014.
329 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on Bank Hapoalim BM's 13F filing for Q3 2014, filed 10 Nov 2014.