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

Geneva 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
2017
Q2 		$240K Buy
1,424
+75
+6% +$12.3K ﹤0.01% 650
2017
Q1 		$218K Sell
1,349
-771
-36% -$122K ﹤0.01% 665
2016
Q4 		$326K Buy
2,120
+671
+46% +$100K 0.01% 560
2016
Q3 		$216K Buy
+1,449
New +$211K ﹤0.01% 650

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Geneva Advisors's IWO Position: Q2 2017 in Review

Geneva Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 5.6% in Q2 2017, buying an estimated $12.3K and bringing the position to 1,424 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Geneva Advisors first reported a position in IWO in Q3 2016 and has held it in 4 quarters since. The position peaked at $326K in Q4 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q2 2017.

  • Geneva Advisors held 1,424 shares of iShares Russell 2000 Growth ETF worth $240K as of Q2 2017.
  • Geneva Advisors bought 75 iShares Russell 2000 Growth ETF shares in Q2 2017, an estimated $12.3K.
  • iShares Russell 2000 Growth ETF made up ﹤0.01% of Geneva Advisors's portfolio in Q2 2017, its #650 holding.
  • Geneva Advisors first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and has held it in 4 quarters since.
  • Geneva Advisors's iShares Russell 2000 Growth ETF position peaked at $326K in Q4 2016.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.