Franklin, Parlapiano, Turner & Welch’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Franklin, Parlapiano, Turner & Welch’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 Q2	–	Sell	-266	Closed	-$43K	–	81
2017 Q1	$43K	Hold	266	–	–	0.02%	78
2016 Q4	$41K	Hold	266	–	–	0.02%	78
2016 Q3	$40K	Hold	266	–	–	0.02%	79
2016 Q2	$36K	Sell	266 -674	-72%	-$91K	0.02%	75
2016 Q1	$125K	Hold	940	–	–	0.07%	52
2015 Q4	$131K	Hold	940	–	–	0.08%	51
2015 Q3	$126K	Buy	+940	New	+$139K	0.08%	50
2015 Q1	–	Sell	-1,450	Closed	-$206K	–	44
2014 Q4	$206K	Buy	+1,450	New	+$196K	0.14%	45
2014 Q1	–	Sell	-1,658	Closed	-$225K	–	48
2013 Q4	$225K	Sell	1,658 -390	-19%	-$50.5K	0.16%	45
2013 Q3	$258K	Buy	+2,048	New	+$247K	0.19%	44

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

Franklin, Parlapiano, Turner & Welch's IWO Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2017, closing a stake of 266 shares — an estimated $43K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IWO in Q3 2013 and held it in 10 quarters. The position peaked at $258K in Q3 2013. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 266 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $43K.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 10 quarters.
Franklin, Parlapiano, Turner & Welch's iShares Russell 2000 Growth ETF position peaked at $258K in Q3 2013.
474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.