Hefty Wealth Partners’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$228K	Buy	1,198 +51	+4%	+$9.79K	0.15%	84
2017 Q4	$214K	Sell	1,147 -13	-1%	-$2.37K	0.13%	83
2017 Q3	$208K	Buy	1,160 +18	+2%	+$3.06K	0.14%	78
2017 Q2	$192K	Buy	1,142 +1	+0.1%	+$165	0.13%	77
2017 Q1	$184K	Buy	1,141 +26	+2%	+$4.13K	0.13%	80
2016 Q4	$171K	Sell	1,115 -37	-3%	-$5.52K	0.14%	73
2016 Q3	$171K	Sell	1,152 -13	-1%	-$1.89K	0.13%	86
2016 Q2	$159K	Sell	1,165 -124	-10%	-$16.7K	0.13%	86
2016 Q1	$170K	Sell	1,289 -77	-6%	-$9.61K	0.16%	85
2015 Q4	$190K	Buy	+1,366	New	+$194K	0.18%	88

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 $29.2B AUM 22.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Hefty Wealth Partners's IWO Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.4% in Q1 2018, buying an estimated $9.79K and bringing the position to 1,198 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #84.

Hefty Wealth Partners first reported a position in IWO in Q4 2015 and has held it in 10 quarters since. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

Hefty Wealth Partners held 1,198 shares of iShares Russell 2000 Growth ETF worth $228K as of Q1 2018.
Hefty Wealth Partners bought 51 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $9.79K.
iShares Russell 2000 Growth ETF made up 0.15% of Hefty Wealth Partners's portfolio in Q1 2018, its #84 holding.
Hefty Wealth Partners first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 10 quarters since.
562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.