Brave Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Brave Asset 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
2018 Q1	–	Sell	-50	Closed	-$9K	–	167
2017 Q4	$9K	Buy	+50	New	+$9.13K	﹤0.01%	185
2017 Q2	–	Sell	-50	Closed	-$8K	–	167
2017 Q1	$8K	Buy	+50	New	+$7.93K	﹤0.01%	168
2016 Q4	–	Sell	-50	Closed	-$7K	–	233
2016 Q3	$7K	Hold	50	–	–	﹤0.01%	340
2016 Q2	$7K	Hold	50	–	–	﹤0.01%	349
2016 Q1	$7K	Hold	50	–	–	﹤0.01%	370
2015 Q4	$7K	Hold	50	–	–	﹤0.01%	377
2015 Q3	$7K	Hold	50	–	–	0.01%	366
2015 Q2	$8K	Hold	50	–	–	0.01%	378
2015 Q1	$8K	Hold	50	–	–	0.01%	373
2014 Q4	$7K	Hold	50	–	–	0.01%	381
2014 Q3	$6K	Hold	50	–	–	﹤0.01%	387
2014 Q2	$7K	Hold	50	–	–	﹤0.01%	388
2014 Q1	$7K	Hold	50	–	–	0.01%	382
2013 Q4	$7K	Buy	+50	New	+$6.48K	0.01%	380

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brave Asset Management's IWO Position: Q1 2018 in Review

Brave Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 50 shares — an estimated $9K sold.

Brave Asset Management first reported a position in IWO in Q4 2013 and held it in 14 quarters. The position peaked at $9K in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

Brave Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
Brave Asset Management sold 50 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $9K.
Brave Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 14 quarters.
Brave Asset Management's iShares Russell 2000 Growth ETF position peaked at $9K in Q4 2017.
562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Brave Asset Management's 13F filing for Q1 2018, filed 26 Apr 2018.