D'Orazio & Associates’s iShares Russell 2000 Growth ETF IWO Stock Holding History

D'Orazio & Associates’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	-3	Closed	–	–	280
2016 Q3	$0	Hold	3	–	–	﹤0.01%	295
2016 Q2	$0	Hold	3	–	–	﹤0.01%	308
2016 Q1	$0	Buy	+3	New	+$374	﹤0.01%	311

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

D'Orazio & Associates's IWO Position: Q4 2016 in Review

D'Orazio & Associates sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2016, closing a stake of 3 shares.

D'Orazio & Associates first reported a position in IWO in Q1 2016 and held it in 3 quarters. The position peaked at $0 in Q3 2016. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

D'Orazio & Associates reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
D'Orazio & Associates sold 3 iShares Russell 2000 Growth ETF shares in Q4 2016.
D'Orazio & Associates first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 3 quarters.
D'Orazio & Associates's iShares Russell 2000 Growth ETF position peaked at $0 in Q3 2016.
489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on D'Orazio & Associates's 13F filing for Q4 2016, filed 15 Feb 2017.