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

Elite 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
2014
Q3 		– Sell
-100
Closed -$14K – 682
2014
Q2 		$14K Buy
100
+39
+64% +$5.13K 0.01% 205
2014
Q1 		$8K Buy
+61
New +$8.34K 0.01% 253

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Elite Wealth Management's IWO Position: Q3 2014 in Review

Elite Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2014, closing a stake of 100 shares — an estimated $14K sold.

Elite Wealth Management first reported a position in IWO in Q1 2014 and held it in 2 quarters. The position peaked at $14K in Q2 2014. 329 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • Elite Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 100 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $14K.
  • Elite Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 2 quarters.
  • Elite Wealth Management's iShares Russell 2000 Growth ETF position peaked at $14K in Q2 2014.
  • 329 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.