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Independent Portfolio Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-60
Closed -$9K – 865
2016
Q4 		$9K Buy
+60
New +$8.96K ﹤0.01% 710

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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 $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Independent Portfolio Consultants's IWO Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 60 shares — an estimated $9K sold.

Independent Portfolio Consultants first reported a position in IWO in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 60 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $9K.
  • Independent Portfolio Consultants first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares Russell 2000 Growth ETF position peaked at $9K in Q4 2016.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.