HIM
IWO icon

Hanlon Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hanlon Investment 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
2019
Q3 		– Sell
-28,720
Closed -$29K – 111
2019
Q2 		$29K Buy
+28,720
New +$5.68M ﹤0.01% 129
2017
Q3 		– Sell
-5,277
Closed -$891K – 26
2017
Q2 		$891K Buy
5,277
+299
+6% +$49.2K 0.39% 16
2017
Q1 		$766K Sell
4,978
-206
-4% -$32.7K 0.1% 113
2016
Q4 		$798K Buy
+5,184
New +$774K 0.09% 104
2016
Q2 		– Sell
-4,574
Closed -$579K – 130
2016
Q1 		$579K Buy
+4,574
New +$571K 0.05% 59
2015
Q4 		– Sell
-6,254
Closed -$838K – 98
2015
Q3 		$838K Sell
6,254
-10,619
-63% -$1.57M 1.62% 15
2015
Q2 		$975K Buy
16,873
+12,647
+299% +$1.94M 1.62% 14
2015
Q1 		$640K Buy
4,226
+722
+21% +$105K 0.46% 26
2014
Q4 		$499K Buy
3,504
+602
+21% +$81.4K 0.36% 29
2014
Q3 		$376K Buy
+2,902
New +$389K 1.25% 14

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Hanlon Investment Management's IWO Position: Q3 2019 in Review

Hanlon Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2019, closing a stake of 28,720 shares — an estimated $29K sold.

Hanlon Investment Management first reported a position in IWO in Q3 2014 and held it in 10 quarters. The position peaked at $975K in Q2 2015. 613 funds tracked by Wall St. Rank hold IWO as of Q3 2019.

  • Hanlon Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Hanlon Investment Management sold 28,720 iShares Russell 2000 Growth ETF shares in Q3 2019, an estimated $29K.
  • Hanlon Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2014 and held it in 10 quarters.
  • Hanlon Investment Management's iShares Russell 2000 Growth ETF position peaked at $975K in Q2 2015.
  • 613 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2019.

Based on Hanlon Investment Management's 13F filing for Q3 2019, filed 7 Nov 2019.