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Boston Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Boston Advisors’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
2019
Q3 		$5.59M Buy
29,026
+25,957
+846% +$5.15M 0.29% 97
2019
Q2 		$616K Buy
3,069
+602
+24% +$119K 0.03% 445
2019
Q1 		$485K Buy
2,467
+160
+7% +$30.4K 0.02% 471
2018
Q4 		$388K Hold
2,307
– – 0.02% 490
2018
Q3 		$496K Hold
2,307
– – 0.02% 480
2018
Q2 		$471K Hold
2,307
– – 0.01% 501
2018
Q1 		$440K Sell
2,307
-35
-1% -$6.72K 0.01% 520
2017
Q4 		$437K Buy
2,342
+15
+0.6% +$2.74K 0.01% 518
2017
Q3 		$416K Sell
2,327
-50
-2% -$8.49K 0.01% 517
2017
Q2 		$401K Sell
2,377
-745
-24% -$123K 0.01% 531
2017
Q1 		$505K Sell
3,122
-7,990
-72% -$1.27M 0.01% 466
2016
Q4 		$1.71M Buy
11,112
+8,732
+367% +$1.3M 0.04% 305
2016
Q3 		$354K Sell
2,380
-241
-9% -$35.1K 0.01% 577
2016
Q2 		$360K Sell
2,621
-500
-16% -$67.5K 0.01% 559
2016
Q1 		$414K Hold
3,121
– – 0.01% 506
2015
Q4 		$435K Hold
3,121
– – 0.01% 493
2015
Q3 		$418K Hold
3,121
– – 0.02% 575
2015
Q2 		$482K Hold
3,121
– – 0.02% 478
2015
Q1 		$473K Sell
3,121
-200
-6% -$29.1K 0.02% 476
2014
Q4 		$473K Hold
3,321
– – 0.02% 352
2014
Q3 		$431K Hold
3,321
– – 0.02% 369
2014
Q2 		$460K Buy
3,321
+680
+26% +$89.4K 0.02% 363
2014
Q1 		$359K Hold
2,641
– – 0.02% 420
2013
Q4 		$358K Hold
2,641
– – 0.02% 410
2013
Q3 		$332K Hold
2,641
– – 0.02% 388
2013
Q2 		$294K Buy
+2,641
New +$288K 0.01% 404

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Boston Advisors's IWO Position: Q3 2019 in Review

Boston Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 846% in Q3 2019, buying an estimated $5.15M and bringing the position to 29,026 shares worth $5.59M. The position accounts for 0.29% of the portfolio, ranked #97.

Boston Advisors first reported a position in IWO in Q2 2013 and has held it in 26 quarters since. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Boston Advisors held 29,026 shares of iShares Russell 2000 Growth ETF worth $5.59M as of Q3 2019.
  • Boston Advisors bought 25,957 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $5.15M.
  • iShares Russell 2000 Growth ETF made up 0.29% of Boston Advisors's portfolio in Q3 2019, its #97 holding.
  • Boston Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 26 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.