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Baring International Investment’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Baring International Investment’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
Q2 		$16.5M Buy
119,782
+13,142
+12% +$1.73M 1.05% 22
2014
Q1 		$14.2M Buy
+106,640
New +$14.6M 0.84% 46
2013
Q4 		– Sell
-43,210
Closed -$5.43M – 142
2013
Q3 		$5.43M Buy
43,210
+12,850
+42% +$1.55M 0.24% 85
2013
Q2 		$3.41M Buy
+30,360
New +$3.32M 0.15% 106

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Baring International Investment's IWO Position: Q2 2014 in Review

Baring International Investment increased its iShares Russell 2000 Growth ETF (IWO) stake by 12% in Q2 2014, buying an estimated $1.73M and bringing the position to 119,782 shares worth $16.5M. The position accounts for 1.05% of the portfolio, ranked #22.

Baring International Investment first reported a position in IWO in Q2 2013 and has held it in 4 quarters since. 351 funds tracked by Wall St. Rank hold IWO as of Q2 2014.

  • Baring International Investment held 119,782 shares of iShares Russell 2000 Growth ETF worth $16.5M as of Q2 2014.
  • Baring International Investment bought 13,142 iShares Russell 2000 Growth ETF shares in Q2 2014, an estimated $1.73M.
  • iShares Russell 2000 Growth ETF made up 1.05% of Baring International Investment's portfolio in Q2 2014, its #22 holding.
  • Baring International Investment first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 4 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2014.

Based on Baring International Investment's 13F filing for Q2 2014, filed 21 Jul 2014.