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Genesis Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$22.4K Hold
145
– – 0.02% 275
2015
Q1 		$21.9K Hold
145
– – 0.02% 283
2014
Q4 		$21.7K Buy
+145
New +$19.6K 0.02% 311

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

Genesis Wealth Advisors's IWO Position: Q2 2015 in Review

Genesis Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2015 at 145 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #275.

Genesis Wealth Advisors first reported a position in IWO in Q4 2014 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold IWO as of Q2 2015.

  • Genesis Wealth Advisors held 145 shares of iShares Russell 2000 Growth ETF worth $22.4K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2015.
  • iShares Russell 2000 Growth ETF made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #275 holding.
  • Genesis Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.