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Calton & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Calton & Associates’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
-411
Closed -$81K – 819
2017
Q4 		$81K Buy
+411
New +$75K 0.02% 535

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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Calton & Associates's IWO Position: Q1 2018 in Review

Calton & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 411 shares — an estimated $81K sold.

Calton & Associates first reported a position in IWO in Q4 2017 and held it in 1 quarter. The position peaked at $81K in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Calton & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 411 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $81K.
  • Calton & Associates first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Russell 2000 Growth ETF position peaked at $81K in Q4 2017.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.