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Crosspoint Capital Strategies’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Crosspoint Capital Strategies’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
2017
Q3 		– Sell
-8
Closed -$1K – 139
2017
Q2 		$1K Buy
+8
New +$1.32K ﹤0.01% 134
2016
Q1 		– Sell
-576
Closed -$82K – 472
2015
Q4 		$82K Buy
+576
New +$81.7K 0.02% 366

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Crosspoint Capital Strategies's IWO Position: Q3 2017 in Review

Crosspoint Capital Strategies sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 8 shares — an estimated $1K sold.

Crosspoint Capital Strategies first reported a position in IWO in Q4 2015 and held it in 2 quarters. The position peaked at $82K in Q4 2015. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Crosspoint Capital Strategies reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 8 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $1K.
  • Crosspoint Capital Strategies first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and held it in 2 quarters.
  • Crosspoint Capital Strategies's iShares Russell 2000 Growth ETF position peaked at $82K in Q4 2015.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Crosspoint Capital Strategies's 13F filing for Q3 2017, filed 6 Nov 2017.