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Freedom Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Freedom Investment 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
-3,616
Closed -$675K – 1167
2017
Q4 		$675K Sell
3,616
-327
-8% -$59.7K 0.03% 506
2017
Q3 		$706K Buy
3,943
+274
+7% +$46.5K 0.04% 461
2017
Q2 		$619K Sell
3,669
-54
-1% -$8.89K 0.04% 476
2017
Q1 		$602K Buy
3,723
+89
+2% +$14.1K 0.04% 477
2016
Q4 		$559K Sell
3,634
-108
-3% -$16.1K 0.04% 445
2016
Q3 		$557K Sell
3,742
-102
-3% -$14.9K 0.04% 418
2016
Q2 		$527K Buy
3,844
+372
+11% +$50.2K 0.04% 402
2016
Q1 		$460K Sell
3,472
-443
-11% -$55.3K 0.03% 428
2015
Q4 		$545K Sell
3,915
-16,529
-81% -$2.34M 0.04% 381
2015
Q3 		$1.91M Buy
20,444
+17,002
+494% +$2.52M 0.19% 64
2015
Q2 		$532K Sell
3,442
-635
-16% -$97.3K 0.05% 324
2015
Q1 		$618K Buy
4,077
+5
+0.1% +$729 0.07% 255
2014
Q4 		$580K Sell
4,072
-131
-3% -$17.7K 0.08% 248
2014
Q3 		$545K Sell
4,203
-132
-3% -$17.7K 0.1% 220
2014
Q2 		$600K Sell
4,335
-370
-8% -$48.6K 0.1% 186
2014
Q1 		$640K Sell
4,705
-5,213
-53% -$713K 0.14% 137
2013
Q4 		$1.34M Sell
9,918
-1,107
-10% -$143K 0.33% 45
2013
Q3 		$1.39M Sell
11,025
-2,005
-15% -$242K 0.4% 42
2013
Q2 		$1.45M Buy
+13,030
New +$1.42M 0.49% 35

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

Freedom Investment Management's IWO Position: Q1 2018 in Review

Freedom Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 3,616 shares — an estimated $675K sold.

Freedom Investment Management first reported a position in IWO in Q2 2013 and held it in 19 quarters. The position peaked at $1.91M in Q3 2015. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Freedom Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 3,616 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $675K.
  • Freedom Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's iShares Russell 2000 Growth ETF position peaked at $1.91M in Q3 2015.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.