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HL Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

HL Financial Services’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
Q1 		$3.09M Buy
15,708
+6,631
+73% +$1.26M 0.05% 237
2018
Q4 		$1.52M Buy
9,077
+929
+11% +$173K 0.03% 299
2018
Q3 		$1.75M Buy
8,148
+4,473
+122% +$954K 0.03% 309
2018
Q2 		$751K Buy
3,675
+2,011
+121% +$402K 0.01% 423
2018
Q1 		$317K Buy
+1,664
New +$320K 0.01% 574
2017
Q4 		– Sell
-1,779
Closed -$318K – 665
2017
Q3 		$318K Hold
1,779
– – 0.01% 569
2017
Q2 		$300K Hold
1,779
– – 0.01% 585
2017
Q1 		$288K Sell
1,779
-961
-35% -$153K 0.01% 569
2016
Q4 		$422K Sell
2,740
-523
-16% -$78.1K 0.01% 492
2016
Q3 		$486K Sell
3,263
-310
-9% -$45.2K 0.01% 425
2016
Q2 		$490K Sell
3,573
-386
-10% -$52.1K 0.01% 430
2016
Q1 		$525K Sell
3,959
-5,828
-60% -$727K 0.01% 411
2015
Q4 		$1.36M Sell
9,787
-120
-1% -$17K 0.03% 265
2015
Q3 		$1.33M Sell
9,907
-28
-0.3% -$4.15K 0.04% 236
2015
Q2 		$1.54M Sell
9,935
-50
-0.5% -$7.66K 0.04% 224
2015
Q1 		$1.51M Buy
9,985
+423
+4% +$61.6K 0.04% 221
2014
Q4 		$1.36M Sell
9,562
-2,330
-20% -$315K 0.04% 219
2014
Q3 		$1.54M Sell
11,892
-121
-1% -$16.2K 0.04% 198
2014
Q2 		$1.66M Sell
12,013
-1,138
-9% -$150K 0.05% 197
2014
Q1 		$1.79M Sell
13,151
-557
-4% -$76.2K 0.05% 195
2013
Q4 		$1.86M Buy
13,708
+391
+3% +$50.7K 0.06% 196
2013
Q3 		$1.68M Sell
13,317
-7,204
-35% -$868K 0.06% 194
2013
Q2 		$2.29M Buy
+20,521
New +$2.24M 0.08% 144

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

HL Financial Services's IWO Position: Q1 2019 in Review

HL Financial Services increased its iShares Russell 2000 Growth ETF (IWO) stake by 73% in Q1 2019, buying an estimated $1.26M and bringing the position to 15,708 shares worth $3.09M. The position accounts for 0.05% of the portfolio, ranked #237.

HL Financial Services first reported a position in IWO in Q2 2013 and has held it in 23 quarters since. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

  • HL Financial Services held 15,708 shares of iShares Russell 2000 Growth ETF worth $3.09M as of Q1 2019.
  • HL Financial Services bought 6,631 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $1.26M.
  • iShares Russell 2000 Growth ETF made up 0.05% of HL Financial Services's portfolio in Q1 2019, its #237 holding.
  • HL Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.