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Edelman Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Edelman Financial Services’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
2018
Q4 		– Sell
-651,011
Closed -$140M – 16
2018
Q3 		$140M Buy
651,011
+9,934
+2% +$2.12M 1.27% 11
2018
Q2 		$131M Sell
641,077
-21,982
-3% -$4.4M 1.25% 11
2018
Q1 		$126M Sell
663,059
-452
-0.1% -$86.8K 1.25% 12
2017
Q4 		$124M Buy
663,511
+3,088
+0.5% +$564K 1.26% 11
2017
Q3 		$118M Buy
660,423
+21,364
+3% +$3.63M 1.27% 11
2017
Q2 		$108M Sell
639,059
-697
-0.1% -$115K 1.22% 11
2017
Q1 		$103M Buy
639,756
+32,470
+5% +$5.15M 1.22% 11
2016
Q4 		$93.5M Sell
607,286
-16,694
-3% -$2.49M 1.18% 10
2016
Q3 		$92.9M Buy
623,980
+5,038
+0.8% +$734K 1.22% 10
2016
Q2 		$84.9M Buy
618,942
+17,443
+3% +$2.35M 1.16% 10
2016
Q1 		$79.8M Buy
601,499
+89,251
+17% +$11.1M 1.15% 10
2015
Q4 		$71.3M Buy
512,248
+28,364
+6% +$4.02M 1.08% 12
2015
Q3 		$64.8M Buy
483,884
+12,963
+3% +$1.92M 1.05% 11
2015
Q2 		$72.8M Buy
470,921
+13,524
+3% +$2.07M 1.12% 10
2015
Q1 		$69.3M Buy
457,397
+2,921
+0.6% +$426K 1.08% 10
2014
Q4 		$64.7M Buy
454,476
+18,123
+4% +$2.45M 1.06% 10
2014
Q3 		$56.6M Buy
436,353
+33,766
+8% +$4.53M 0.97% 10
2014
Q2 		$55.7M Buy
402,587
+44,461
+12% +$5.85M 0.96% 10
2014
Q1 		$48.7M Buy
358,126
+21,664
+6% +$2.96M 0.91% 11
2013
Q4 		$45.6M Buy
336,462
+24,259
+8% +$3.14M 0.9% 10
2013
Q3 		$39.3M Buy
312,203
+10,271
+3% +$1.24M 0.8% 13
2013
Q2 		$33.7M Buy
+301,932
New +$33M 0.74% 14

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
M&T Bank
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
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

Edelman Financial Services's IWO Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2018, closing a stake of 651,011 shares — an estimated $140M sold.

Edelman Financial Services first reported a position in IWO in Q2 2013 and held it in 22 quarters. The position peaked at $140M in Q3 2018. 642 funds tracked by Wall St. Rank hold IWO as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 651,011 iShares Russell 2000 Growth ETF shares in Q4 2018, an estimated $140M.
  • Edelman Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares Russell 2000 Growth ETF position peaked at $140M in Q3 2018.
  • 642 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.