CWM
IWO icon

Concert Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-1,627
Closed -$242K – 719
2016
Q3 		$242K Hold
1,627
– – 0.03% 567
2016
Q2 		$224K Sell
1,627
-174
-10% -$23.5K 0.03% 563
2016
Q1 		$240K Hold
1,801
– – 0.03% 537
2015
Q4 		$250K Sell
1,801
-57
-3% -$8.08K 0.03% 522
2015
Q3 		$248K Buy
1,858
+23
+1% +$3.41K 0.03% 545
2015
Q2 		$282K Sell
1,835
-352
-16% -$53.9K 0.04% 525
2015
Q1 		$281K Buy
2,187
+687
+46% +$100K 0.08% 308
2014
Q4 		$213K Buy
+1,500
New +$203K 0.03% 560
2014
Q3 		– Sell
-3,281
Closed -$445K – 568
2014
Q2 		$445K Sell
3,281
-201
-6% -$26.4K 0.05% 310
2014
Q1 		$465K Buy
3,482
+576
+20% +$78.8K 0.06% 287
2013
Q4 		$395K Buy
2,906
+840
+41% +$109K 0.05% 318
2013
Q3 		$261K Sell
2,066
-635
-24% -$76.5K 0.04% 401
2013
Q2 		$299K Buy
+2,701
New +$295K 0.04% 339

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Concert Wealth Management's IWO Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2016, closing a stake of 1,627 shares — an estimated $242K sold.

Concert Wealth Management first reported a position in IWO in Q2 2013 and held it in 13 quarters. The position peaked at $465K in Q1 2014. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,627 iShares Russell 2000 Growth ETF shares in Q4 2016, an estimated $242K.
  • Concert Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 13 quarters.
  • Concert Wealth Management's iShares Russell 2000 Growth ETF position peaked at $465K in Q1 2014.
  • 489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.