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

Clarfeld Financial 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
2018 Q4	$10K	Buy	+58	New	+$10.8K	0.01%	224

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

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

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

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

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

HCM

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

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

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

Clarfeld Financial Advisors's IWO Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2018: 58 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings.

642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

Clarfeld Financial Advisors held 58 shares of iShares Russell 2000 Growth ETF worth $10K as of Q4 2018.
iShares Russell 2000 Growth ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares Russell 2000 Growth ETF made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #224 holding.
642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.