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Glovista Investments’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Glovista Investments’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
2016
Q4 		– Sell
-35,752
Closed -$5.32M – 96
2016
Q3 		$5.32M Buy
+35,752
New +$5.21M 1.02% 15

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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Glovista Investments's IWO Position: Q4 2016 in Review

Glovista Investments sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2016, closing a stake of 35,752 shares — an estimated $5.32M sold.

Glovista Investments first reported a position in IWO in Q3 2016 and held it in 1 quarter. The position peaked at $5.32M in Q3 2016. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

  • Glovista Investments reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Glovista Investments sold 35,752 iShares Russell 2000 Growth ETF shares in Q4 2016, an estimated $5.32M.
  • Glovista Investments first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Glovista Investments's iShares Russell 2000 Growth ETF position peaked at $5.32M in Q3 2016.
  • 489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Glovista Investments's 13F filing for Q4 2016, filed 13 Feb 2017.