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Deroy & Devereaux Private Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
2019
Q1 		– Sell
-4,200
Closed -$706K – 160
2018
Q4 		$706K Hold
4,200
– – 0.08% 100
2018
Q3 		$903K Hold
4,200
– – 0.09% 96
2018
Q2 		$858K Buy
4,200
+300
+8% +$60K 0.09% 99
2018
Q1 		$743K Hold
3,900
– – 0.08% 106
2017
Q4 		$728K Hold
3,900
– – 0.08% 102
2017
Q3 		$698K Hold
3,900
– – 0.08% 101
2017
Q2 		$658K Hold
3,900
– – 0.08% 101
2017
Q1 		$630K Hold
3,900
– – 0.07% 106
2016
Q4 		$600K Buy
3,900
+900
+30% +$134K 0.07% 105
2016
Q3 		$447K Hold
3,000
– – 0.06% 113
2016
Q2 		$412K Hold
3,000
– – 0.05% 119
2016
Q1 		$398K Hold
3,000
– – 0.05% 118
2015
Q4 		$418K Hold
3,000
– – 0.06% 112
2015
Q3 		$402K Hold
3,000
– – 0.06% 113
2015
Q2 		$464K Hold
3,000
– – 0.06% 112
2015
Q1 		$455K Sell
3,000
-200
-6% -$29.1K 0.06% 113
2014
Q4 		$456K Buy
3,200
+600
+23% +$81.2K 0.06% 122
2014
Q3 		$337K Hold
2,600
– – 0.05% 115
2014
Q2 		$360K Hold
2,600
– – 0.05% 119
2014
Q1 		$354K Hold
2,600
– – 0.05% 124
2013
Q4 		$352K Sell
2,600
-200
-7% -$25.9K 0.05% 133
2013
Q3 		$352K Sell
2,800
-300
-10% -$36.2K 0.07% 118
2013
Q2 		$346K Buy
+3,100
New +$339K 0.07% 122

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's IWO Position: Q1 2019 in Review

Deroy & Devereaux Private Investment Counsel sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 4,200 shares — an estimated $706K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in IWO in Q2 2013 and held it in 23 quarters. The position peaked at $903K in Q3 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • Deroy & Devereaux Private Investment Counsel reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 4,200 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $706K.
  • Deroy & Devereaux Private Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 23 quarters.
  • Deroy & Devereaux Private Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $903K in Q3 2018.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2019, filed 18 Apr 2019.