GFS Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

GFS Private Wealth’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 Q4	$16.9M	Buy	+90,338	New	+$16.5M	5.78%	4

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

GFS Private Wealth's IWO Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q4 2017: 90,338 shares worth $16.9M. The stake represents 5.78% of the portfolio and ranks #4 among its holdings.

553 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

GFS Private Wealth held 90,338 shares of iShares Russell 2000 Growth ETF worth $16.9M as of Q4 2017.
iShares Russell 2000 Growth ETF was a new GFS Private Wealth position in Q4 2017.
iShares Russell 2000 Growth ETF made up 5.78% of GFS Private Wealth's portfolio in Q4 2017, its #4 holding.
553 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.