Bridgeway Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bridgeway Capital 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 Q4	–	Sell	-2,600	Closed	-$559K	–	1417
2018 Q3	$559K	Buy	2,600 +1,200	+86%	+$256K	0.01%	1111
2018 Q2	$286K	Buy	+1,400	New	+$280K	﹤0.01%	1259
2017 Q4	–	Sell	-2,900	Closed	-$519K	–	1417
2017 Q3	$519K	Buy	2,900 +900	+45%	+$153K	0.01%	1080
2017 Q2	$338K	Sell	2,000 -2,200	-52%	-$362K	﹤0.01%	1184
2017 Q1	$679K	Buy	4,200 +2,200	+110%	+$349K	0.01%	953
2016 Q4	$308K	Buy	+2,000	New	+$299K	﹤0.01%	1217
2016 Q2	–	Sell	-3,500	Closed	-$464K	–	1457
2016 Q1	$464K	Buy	3,500 +200	+6%	+$25K	0.01%	1089
2015 Q4	$460K	Sell	3,300 -1,700	-34%	-$241K	0.01%	1083
2015 Q3	$670K	Buy	+5,000	New	+$741K	0.01%	894
2015 Q1	–	Sell	-3,600	Closed	-$513K	–	1503
2014 Q4	$513K	Buy	+3,600	New	+$487K	0.01%	1051
2014 Q3	–	Sell	-2,400	Closed	-$332K	–	1496
2014 Q2	$332K	Buy	+2,400	New	+$316K	0.01%	1224

Other funds holding IWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Citigroup New York $235B AUM 32.99% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bridgeway Capital Management's IWO Position: Q4 2018 in Review

Bridgeway Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 2,600 shares — an estimated $559K sold.

Bridgeway Capital Management first reported a position in IWO in Q2 2014 and held it in 11 quarters. The position peaked at $679K in Q1 2017. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

Bridgeway Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
Bridgeway Capital Management sold 2,600 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $559K.
Bridgeway Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and held it in 11 quarters.
Bridgeway Capital Management's iShares Russell 2000 Growth ETF position peaked at $679K in Q1 2017.
642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Bridgeway Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.