CC
IWO icon

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

Curian Capital’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
Q1 		– Sell
-122,590
Closed -$17.1M – 200
2015
Q4 		$17.1M Sell
122,590
-114,878
-48% -$16.3M 1.26% 10
2015
Q3 		$31.8M Sell
237,468
-29,499
-11% -$4.37M 0.85% 17
2015
Q2 		$41.3M Sell
266,967
-185,359
-41% -$28.4M 0.7% 27
2015
Q1 		$68.5M Sell
452,326
-266,380
-37% -$38.8M 1.15% 16
2014
Q4 		$102M Buy
718,706
+275,010
+62% +$37.2M 1.73% 9
2014
Q3 		$57.5M Sell
443,696
-63,487
-13% -$8.51M 1.02% 16
2014
Q2 		$70.2M Sell
507,183
-68,810
-12% -$9.05M 1.23% 17
2014
Q1 		$78.4M Sell
575,993
-310,066
-35% -$42.4M 1.39% 12
2013
Q4 		$120M Sell
886,059
-302,666
-25% -$39.2M 2.12% 6
2013
Q3 		$150M Buy
1,188,725
+482,271
+68% +$58.1M 2.68% 5
2013
Q2 		$78.8M Buy
+706,454
New +$77.2M 1.43% 15

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

Curian Capital's IWO Position: Q1 2016 in Review

Curian Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2016, closing a stake of 122,590 shares — an estimated $17.1M sold.

Curian Capital first reported a position in IWO in Q2 2013 and held it in 11 quarters. The position peaked at $150M in Q3 2013. 423 funds tracked by Wall St. Rank hold IWO as of Q1 2016.

  • Curian Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Curian Capital sold 122,590 iShares Russell 2000 Growth ETF shares in Q1 2016, an estimated $17.1M.
  • Curian Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 11 quarters.
  • Curian Capital's iShares Russell 2000 Growth ETF position peaked at $150M in Q3 2013.
  • 423 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.