DSC Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

DSC Advisors’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 Q1	–	Sell	-29,740	Closed	-$4.58M	–	61
2016 Q4	$4.58M	Buy	29,740 +15,580	+110%	+$2.33M	2.6%	14
2016 Q3	$2.11M	Buy	+14,160	New	+$2.06M	1.28%	21
2015 Q3	–	Sell	-4,337	Closed	-$670K	–	74
2015 Q2	$670K	Buy	+4,337	New	+$665K	0.35%	44
2014 Q2	–	Sell	-2,898	Closed	-$394K	–	76
2014 Q1	$394K	Buy	+2,898	New	+$396K	0.19%	49

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

DSC Advisors's IWO Position: Q1 2017 in Review

DSC Advisors sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 29,740 shares — an estimated $4.58M sold.

DSC Advisors first reported a position in IWO in Q1 2014 and held it in 4 quarters. The position peaked at $4.58M in Q4 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

DSC Advisors reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
DSC Advisors sold 29,740 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $4.58M.
DSC Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 4 quarters.
DSC Advisors's iShares Russell 2000 Growth ETF position peaked at $4.58M in Q4 2016.
474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on DSC Advisors's 13F filing for Q1 2017, filed 15 May 2017.