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Edge Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Edge Wealth Management’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
2015
Q1 		– Sell
-273
Closed -$39K – 472
2014
Q4 		$39K Buy
+273
New +$36.9K 0.01% 215

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Edge Wealth Management's IWO Position: Q1 2015 in Review

Edge Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2015, closing a stake of 273 shares — an estimated $39K sold.

Edge Wealth Management first reported a position in IWO in Q4 2014 and held it in 1 quarter. The position peaked at $39K in Q4 2014. 399 funds tracked by Wall St. Rank hold IWO as of Q1 2015.

  • Edge Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • Edge Wealth Management sold 273 iShares Russell 2000 Growth ETF shares in Q1 2015, an estimated $39K.
  • Edge Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and held it in 1 quarter.
  • Edge Wealth Management's iShares Russell 2000 Growth ETF position peaked at $39K in Q4 2014.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2015.

Based on Edge Wealth Management's 13F filing for Q1 2015, filed 6 Apr 2015.