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Donald L. Hagan LLC’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Donald L. Hagan LLC’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
Q3 		– Sell
-1,385
Closed -$278K – 103
2019
Q2 		$278K Hold
1,385
– – 0.24% 82
2019
Q1 		$272K Hold
1,385
– – 0.24% 78
2018
Q4 		$233K Hold
1,385
– – 0.22% 72
2018
Q3 		$298K Buy
1,385
+50
+4% +$10.7K 0.23% 67
2018
Q2 		$273K Hold
1,335
– – 0.22% 70
2018
Q1 		$254K Hold
1,335
– – 0.21% 68
2017
Q4 		$249K Sell
1,335
-572
-30% -$104K 0.21% 64
2017
Q3 		$341K Sell
1,907
-13,509
-88% -$2.29M 0.31% 57
2017
Q2 		$2.6M Sell
15,416
-4,334
-22% -$713K 2.46% 10
2017
Q1 		$3.19M Buy
19,750
+17,479
+770% +$2.77M 3.08% 6
2016
Q4 		$350K Buy
2,271
+886
+64% +$132K 0.33% 53
2016
Q3 		$206K Buy
+1,385
New +$202K 0.2% 69
2016
Q2 		– Sell
-1,385
Closed -$184K – 196
2016
Q1 		$184K Sell
1,385
-4,608
-77% -$575K 0.17% 75
2015
Q4 		$835K Sell
5,993
-681
-10% -$96.6K 0.83% 30
2015
Q3 		$894K Buy
6,674
+3,773
+130% +$559K 0.8% 20
2015
Q2 		$448K Sell
2,901
-5,801
-67% -$889K 0.42% 42
2015
Q1 		$1.32M Sell
8,702
-959
-10% -$140K 1.31% 13
2014
Q4 		$1.38M Buy
+9,661
New +$1.31M 1.28% 12

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Donald L. Hagan LLC's IWO Position: Q3 2019 in Review

Donald L. Hagan LLC sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 1,385 shares — an estimated $278K sold.

Donald L. Hagan LLC first reported a position in IWO in Q4 2014 and held it in 18 quarters. The position peaked at $3.19M in Q1 2017. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Donald L. Hagan LLC reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Donald L. Hagan LLC sold 1,385 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $278K.
  • Donald L. Hagan LLC first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 18 quarters.
  • Donald L. Hagan LLC's iShares Russell 2000 Growth ETF position peaked at $3.19M in Q1 2017.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Donald L. Hagan LLC's 13F filing for Q3 2019, filed 21 Oct 2019.