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

FFT 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
2017
Q3 		– Sell
-13,636
Closed -$2.3M – 53
2017
Q2 		$2.3M Buy
+13,636
New +$2.24M 0.74% 26

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FFT Wealth Management's IWO Position: Q3 2017 in Review

FFT Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 13,636 shares — an estimated $2.3M sold.

FFT Wealth Management first reported a position in IWO in Q2 2017 and held it in 1 quarter. The position peaked at $2.3M in Q2 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • FFT Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 13,636 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $2.3M.
  • FFT Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2017 and held it in 1 quarter.
  • FFT Wealth Management's iShares Russell 2000 Growth ETF position peaked at $2.3M in Q2 2017.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.