Insight Capital Research & Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Insight Capital Research & Management’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	$249K	Sell	1,389 -526	-27%	-$89.4K	0.14%	95
2017 Q2	$323K	Buy	+1,915	New	+$315K	0.19%	97
2017 Q1	–	Sell	-4,115	Closed	-$633K	–	99
2016 Q4	$633K	Buy	4,115 +2,200	+115%	+$328K	0.34%	90
2016 Q3	$285K	Hold	1,915	–	–	0.13%	94
2016 Q2	$263K	Hold	1,915	–	–	0.09%	95
2016 Q1	$254K	Sell	1,915 -11,618	-86%	-$1.45M	0.08%	92
2015 Q4	$1.89M	Sell	13,533 -974	-7%	-$138K	0.55%	75
2015 Q3	$1.94M	Buy	+14,507	New	+$2.15M	0.59%	70
2015 Q1	–	Sell	-9,079	Closed	-$1.29M	–	127
2014 Q4	$1.29M	Buy	+9,079	New	+$1.23M	0.33%	95

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

Goldman Sachs New York $871B AUM 31.28% 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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Insight Capital Research & Management's IWO Position: Q3 2017 in Review

Insight Capital Research & Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 27% in Q3 2017, selling an estimated $89.4K and leaving 1,389 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #95.

Insight Capital Research & Management first reported a position in IWO in Q4 2014 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2015. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

Insight Capital Research & Management held 1,389 shares of iShares Russell 2000 Growth ETF worth $249K as of Q3 2017.
Insight Capital Research & Management sold 526 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $89.4K.
iShares Russell 2000 Growth ETF made up 0.14% of Insight Capital Research & Management's portfolio in Q3 2017, its #95 holding.
Insight Capital Research & Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2014 and has held it in 9 quarters since.
Insight Capital Research & Management's iShares Russell 2000 Growth ETF position peaked at $1.94M in Q3 2015.
477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.