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

Focused 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
2016 Q4	–	Sell	-5	Closed	-$1K	–	714
2016 Q3	$1K	Buy	+5	New	+$729	﹤0.01%	626
2016 Q1	–	Sell	-7	Closed	-$1K	–	690
2015 Q4	$1K	Hold	7	–	–	﹤0.01%	629
2015 Q3	$1K	Hold	7	–	–	﹤0.01%	634
2015 Q2	$1K	Hold	7	–	–	﹤0.01%	617
2015 Q1	$1K	Buy	+7	New	+$1.02K	﹤0.01%	636

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focused Wealth Management's IWO Position: Q4 2016 in Review

Focused Wealth Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2016, closing a stake of 5 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in IWO in Q1 2015 and held it in 5 quarters. The position peaked at $1K in Q3 2016. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

Focused Wealth Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
Focused Wealth Management sold 5 iShares Russell 2000 Growth ETF shares in Q4 2016, an estimated $1K.
Focused Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and held it in 5 quarters.
Focused Wealth Management's iShares Russell 2000 Growth ETF position peaked at $1K in Q3 2016.
489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Focused Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.