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BB&T Investment Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BB&T Investment Services’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
Q4 		$90K Buy
477
+94
+25% +$17.2K 0.02% 430
2017
Q3 		$70K Sell
383
-50
-12% -$8.49K 0.01% 450
2017
Q2 		$73K Hold
433
– – 0.02% 389
2017
Q1 		$69K Hold
433
– – 0.03% 316
2016
Q4 		$66K Buy
+433
New +$64.6K 0.05% 250

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
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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 $3.49B AUM 26.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BB&T Investment Services's IWO Position: Q4 2017 in Review

BB&T Investment Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 25% in Q4 2017, buying an estimated $17.2K and bringing the position to 477 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #430.

BB&T Investment Services first reported a position in IWO in Q4 2016 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • BB&T Investment Services held 477 shares of iShares Russell 2000 Growth ETF worth $90K as of Q4 2017.
  • BB&T Investment Services bought 94 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $17.2K.
  • iShares Russell 2000 Growth ETF made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #430 holding.
  • BB&T Investment Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.