Integrated Investment Consultants’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Integrated Investment 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
2018 Q2	–	Sell	-204	Closed	-$39K	–	444
2018 Q1	$39K	Buy	+204	New	+$39.2K	0.02%	470
2017 Q3	$37K	Hold	204	–	–	0.02%	417
2017 Q2	$34K	Sell	204 -60	-23%	-$9.88K	0.02%	421
2017 Q1	$43K	Hold	264	–	–	0.02%	405
2016 Q4	$41K	Hold	264	–	–	0.02%	397
2016 Q3	$38K	Hold	264	–	–	0.02%	411
2016 Q2	$36K	Sell	264 -40	-13%	-$5.4K	0.02%	426
2016 Q1	$40K	Buy	+304	New	+$37.9K	0.02%	379

Other funds holding IWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

HCM

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

Integrated Investment Consultants's IWO Position: Q2 2018 in Review

Integrated Investment Consultants sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2018, closing a stake of 204 shares — an estimated $39K sold.

Integrated Investment Consultants first reported a position in IWO in Q1 2016 and held it in 8 quarters. The position peaked at $43K in Q1 2017. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

Integrated Investment Consultants reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 204 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $39K.
Integrated Investment Consultants first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 8 quarters.
Integrated Investment Consultants's iShares Russell 2000 Growth ETF position peaked at $43K in Q1 2017.
593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.