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

Ifrah 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
2017
Q3 		– Sell
-2,349
Closed -$397K – 203
2017
Q2 		$397K Sell
2,349
-15
-0.6% -$2.47K 0.16% 124
2017
Q1 		$382K Sell
2,364
-120
-5% -$19K 0.15% 129
2016
Q4 		$382K Sell
2,484
-231
-9% -$34.5K 0.16% 122
2016
Q3 		$404K Buy
+2,715
New +$396K 0.16% 116

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Ifrah Financial Services's IWO Position: Q3 2017 in Review

Ifrah Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 2,349 shares — an estimated $397K sold.

Ifrah Financial Services first reported a position in IWO in Q3 2016 and held it in 4 quarters. The position peaked at $404K in Q3 2016. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

  • Ifrah Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Ifrah Financial Services sold 2,349 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $397K.
  • Ifrah Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 4 quarters.
  • Ifrah Financial Services's iShares Russell 2000 Growth ETF position peaked at $404K in Q3 2016.
  • 477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Ifrah Financial Services's 13F filing for Q3 2017, filed 6 Nov 2017.