Braver Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Braver Wealth 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
2016 Q4	$5M	Buy	+32,488	New	+$4.85M	0.81%	37
2016 Q2	–	Sell	-54,414	Closed	-$7.22M	–	148
2016 Q1	$7.22M	Buy	+54,414	New	+$6.79M	1.19%	21
2015 Q3	–	Sell	-23,980	Closed	-$3.71M	–	86
2015 Q2	$3.71M	Sell	23,980 -73,791	-75%	-$11.3M	0.9%	27
2015 Q1	$14.8M	Buy	+97,771	New	+$14.2M	3.04%	8
2014 Q3	–	Sell	-94,365	Closed	-$13.1M	–	81
2014 Q2	$13.1M	Buy	+94,365	New	+$12.4M	3.37%	9

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Braver Wealth Management's IWO Position: Q4 2016 in Review

Braver Wealth Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2016: 32,488 shares worth $5M. The stake represents 0.81% of the portfolio and ranks #37 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in IWO as recently as Q1 2016.

Braver Wealth Management first reported a position in IWO in Q2 2014 and has held it in 5 quarters since. The position peaked at $14.8M in Q1 2015. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

Braver Wealth Management held 32,488 shares of iShares Russell 2000 Growth ETF worth $5M as of Q4 2016.
iShares Russell 2000 Growth ETF was a new Braver Wealth Management position in Q4 2016.
iShares Russell 2000 Growth ETF made up 0.81% of Braver Wealth Management's portfolio in Q4 2016, its #37 holding.
Braver Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 5 quarters since.
Braver Wealth Management's iShares Russell 2000 Growth ETF position peaked at $14.8M in Q1 2015.
489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.