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

Clear Perspective 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
Q3 		– Sell
-128
Closed -$26K – 283
2018
Q2 		$26K Buy
128
+10
+8% +$2K 0.02% 297
2018
Q1 		$22K Hold
118
– – 0.02% 301
2017
Q4 		$22K Hold
118
– – 0.02% 286
2017
Q3 		$21K Buy
+118
New +$20K 0.02% 284

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
M&T Bank
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

Clear Perspective Advisors's IWO Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2018, closing a stake of 128 shares — an estimated $26K sold.

Clear Perspective Advisors first reported a position in IWO in Q3 2017 and held it in 4 quarters. The position peaked at $26K in Q2 2018. 608 funds tracked by Wall St. Rank hold IWO as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 128 iShares Russell 2000 Growth ETF shares in Q3 2018, an estimated $26K.
  • Clear Perspective Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and held it in 4 quarters.
  • Clear Perspective Advisors's iShares Russell 2000 Growth ETF position peaked at $26K in Q2 2018.
  • 608 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.