Holt-Smith Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Holt-Smith Advisors’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 Q2	$4.62M	Buy	+41,463	New	+$4.53M	6.52%	4

Other funds holding IWO

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HCM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

Holt-Smith Advisors's IWO Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2013: 41,463 shares worth $4.62M. The stake represents 6.52% of the portfolio and ranks #4 among its holdings.

293 funds tracked by Wall St. Rank hold IWO as of Q2 2013.

Holt-Smith Advisors held 41,463 shares of iShares Russell 2000 Growth ETF worth $4.62M as of Q2 2013.
iShares Russell 2000 Growth ETF was a new Holt-Smith Advisors position in Q2 2013.
iShares Russell 2000 Growth ETF made up 6.52% of Holt-Smith Advisors's portfolio in Q2 2013, its #4 holding.
293 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.