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Barometer Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Barometer Capital Management’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
2017
Q3 		– Sell
-21,700
Closed -$3.66M – 174
2017
Q2 		$3.66M Buy
+21,700
New +$3.57M 0.37% 83
2016
Q4 		– Sell
-19,300
Closed -$2.87M – 159
2016
Q3 		$2.87M Buy
+19,300
New +$2.81M 0.32% 75
2016
Q2 		– Sell
-8,300
Closed -$1.1M – 155
2016
Q1 		$1.1M Buy
+8,300
New +$1.04M 0.11% 104
2015
Q3 		– Sell
-12,800
Closed -$1.98M – 154
2015
Q2 		$1.98M Buy
12,800
+800
+7% +$123K 0.16% 77
2015
Q1 		$1.82M Buy
12,000
+900
+8% +$131K 0.14% 71
2014
Q4 		$1.58M Buy
+11,100
New +$1.5M 0.14% 58

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.09B AUM 21.39% 1-Year Est. Return