Gupta Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Gupta Wealth Management’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 Q1	$13K	Sell	100 -1,436	-93%	-$179K	﹤0.01%	808
2015 Q4	$214K	Buy	1,536 +1,436	+1,436%	+$204K	0.05%	242
2015 Q3	$13K	Hold	100	–	–	﹤0.01%	847
2015 Q2	$15K	Hold	100	–	–	﹤0.01%	807
2015 Q1	$15K	Buy	+100	New	+$14.6K	﹤0.01%	675

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Gupta Wealth Management's IWO Position: Q1 2016 in Review

Gupta Wealth Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 93% in Q1 2016, selling an estimated $179K and leaving 100 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Gupta Wealth Management first reported a position in IWO in Q1 2015 and has held it in 5 quarters since. The position peaked at $214K in Q4 2015. 423 funds tracked by Wall St. Rank hold IWO as of Q1 2016.

Gupta Wealth Management held 100 shares of iShares Russell 2000 Growth ETF worth $13K as of Q1 2016.
Gupta Wealth Management sold 1,436 iShares Russell 2000 Growth ETF shares in Q1 2016, an estimated $179K.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #808 holding.
Gupta Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's iShares Russell 2000 Growth ETF position peaked at $214K in Q4 2015.
423 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.