Bank of the West’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank of the West’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 Q3	–	Sell	-5,125	Closed	-$1.05M	–	296
2018 Q2	$1.05M	Hold	5,125	–	–	0.13%	161
2018 Q1	$977K	Buy	+5,125	New	+$984K	0.12%	175
2016 Q4	–	Sell	-1,353	Closed	-$201K	–	304
2016 Q3	$201K	Buy	+1,353	New	+$197K	0.03%	289
2015 Q3	–	Sell	-1,423	Closed	-$220K	–	286
2015 Q2	$220K	Hold	1,423	–	–	0.03%	271
2015 Q1	$216K	Sell	1,423 -50	-3%	-$7.29K	0.03%	269
2014 Q4	$210K	Buy	+1,473	New	+$199K	0.03%	277

Other funds holding IWO

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of the West's IWO Position: Q3 2018 in Review

Bank of the West sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 5,125 shares — an estimated $1.05M sold.

Bank of the West first reported a position in IWO in Q4 2014 and held it in 6 quarters. The position peaked at $1.05M in Q2 2018. 609 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

Bank of the West reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
Bank of the West sold 5,125 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $1.05M.
Bank of the West first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 6 quarters.
Bank of the West's iShares Russell 2000 Growth ETF position peaked at $1.05M in Q2 2018.
609 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

Based on Bank of the West's 13F filing for Q3 2018, filed 2 Nov 2018.