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Berkshire Money Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Berkshire Money 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
2014
Q2 		– Sell
-183,118
Closed -$24.9M – 15
2014
Q1 		$24.9M Buy
183,118
+9,916
+6% +$1.36M 11.4% 4
2013
Q4 		$23.5M Buy
+173,202
New +$22.4M 8.59% 5

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

Berkshire Money Management's IWO Position: Q2 2014 in Review

Berkshire Money Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2014, closing a stake of 183,118 shares — an estimated $24.9M sold.

Berkshire Money Management first reported a position in IWO in Q4 2013 and held it in 2 quarters. The position peaked at $24.9M in Q1 2014. 351 funds tracked by Wall St. Rank hold IWO as of Q2 2014.

  • Berkshire Money Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Berkshire Money Management sold 183,118 iShares Russell 2000 Growth ETF shares in Q2 2014, an estimated $24.9M.
  • Berkshire Money Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 2 quarters.
  • Berkshire Money Management's iShares Russell 2000 Growth ETF position peaked at $24.9M in Q1 2014.
  • 351 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2014.

Based on Berkshire Money Management's 13F filing for Q2 2014, filed 7 Aug 2014.