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Financial Partners Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Financial Partners Capital 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
2018
Q1 		– Sell
-33,029
Closed -$6.17M – 92
2017
Q4 		$6.17M Sell
33,029
-190
-0.6% -$34.7K 1.14% 35
2017
Q3 		$5.95M Buy
33,219
+1,551
+5% +$263K 1.14% 37
2017
Q2 		$5.34M Buy
31,668
+1,405
+5% +$231K 1.12% 39
2017
Q1 		$4.89M Buy
30,263
+28,328
+1,464% +$4.5M 1.07% 39
2016
Q4 		$298K Sell
1,935
-675
-26% -$101K 0.07% 96
2016
Q3 		$375K Sell
2,610
-255
-9% -$37.2K 0.1% 84
2016
Q2 		$393K Hold
2,865
– – 0.11% 80
2016
Q1 		$380K Sell
2,865
-12,281
-81% -$1.53M 0.09% 88
2015
Q4 		$2.11M Buy
15,146
+172
+1% +$24.4K 0.5% 56
2015
Q3 		$2.01M Buy
14,974
+930
+7% +$138K 0.5% 59
2015
Q2 		$2.17M Buy
14,044
+825
+6% +$126K 0.53% 61
2015
Q1 		$2M Buy
13,219
+1,978
+18% +$288K 0.5% 62
2014
Q4 		$1.6M Buy
11,241
+3,786
+51% +$512K 0.43% 65
2014
Q3 		$967K Sell
7,455
-409
-5% -$54.8K 0.28% 67
2014
Q2 		$1.09M Sell
7,864
-9,418
-54% -$1.24M 0.33% 65
2014
Q1 		$2.35M Buy
17,282
+6,575
+61% +$899K 0.76% 51
2013
Q4 		$1.45M Buy
10,707
+165
+2% +$21.4K 0.48% 57
2013
Q3 		$1.33M Buy
10,542
+1,950
+23% +$235K 0.53% 49
2013
Q2 		$958K Buy
+8,592
New +$938K 0.43% 49

Other funds holding IWO

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Partners Capital Management's IWO Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 33,029 shares — an estimated $6.17M sold.

Financial Partners Capital Management first reported a position in IWO in Q2 2013 and held it in 19 quarters. The position peaked at $6.17M in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Financial Partners Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Partners Capital Management sold 33,029 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $6.17M.
  • Financial Partners Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 19 quarters.
  • Financial Partners Capital Management's iShares Russell 2000 Growth ETF position peaked at $6.17M in Q4 2017.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.