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

Calamos 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 Q1	–	Sell	-2,050	Closed	-$344K	–	682
2018 Q4	$344K	Buy	+2,050	New	+$382K	﹤0.01%	610
2018 Q3	–	Sell	-2,970	Closed	-$607K	–	704
2018 Q2	$607K	Buy	+2,970	New	+$594K	﹤0.01%	569

Other funds holding IWO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Calamos Advisors's IWO Position: Q1 2019 in Review

Calamos Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 2,050 shares — an estimated $344K sold.

Calamos Advisors first reported a position in IWO in Q2 2018 and held it in 2 quarters. The position peaked at $607K in Q2 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

Calamos Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Calamos Advisors sold 2,050 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $344K.
Calamos Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2018 and held it in 2 quarters.
Calamos Advisors's iShares Russell 2000 Growth ETF position peaked at $607K in Q2 2018.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Calamos Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.