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Guggenheim Capital’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Guggenheim Capital’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
2013
Q3 		– Sell
-15,000
Closed -$1.67M – 3120
2013
Q2 		$1.67M Buy
+15,000
New +$1.64M 0.01% 1638

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Guggenheim Capital's IWO Position: Q3 2013 in Review

Guggenheim Capital sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2013, closing a stake of 15,000 shares — an estimated $1.67M sold.

Guggenheim Capital first reported a position in IWO in Q2 2013 and held it in 1 quarter. The position peaked at $1.67M in Q2 2013. 308 funds tracked by Wall St. Rank hold IWO as of Q3 2013.

  • Guggenheim Capital reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Guggenheim Capital sold 15,000 iShares Russell 2000 Growth ETF shares in Q3 2013, an estimated $1.67M.
  • Guggenheim Capital first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Guggenheim Capital's iShares Russell 2000 Growth ETF position peaked at $1.67M in Q2 2013.
  • 308 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2013.

Based on Guggenheim Capital's 13F filing for Q3 2013, filed 14 Nov 2013.