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Investment Centers of America’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-1,177
Closed -$210K – 248
2017
Q3 		$210K Sell
1,177
-139
-11% -$23.6K 0.02% 528
2017
Q2 		$224K Sell
1,316
-262
-17% -$43.1K 0.02% 514
2017
Q1 		$254K Sell
1,578
-33
-2% -$5.24K 0.02% 510
2016
Q4 		$249K Sell
1,611
-727
-31% -$109K 0.02% 481
2016
Q3 		$347K Buy
2,338
+201
+9% +$29.3K 0.04% 353
2016
Q2 		$294K Buy
2,137
+578
+37% +$78K 0.03% 360
2016
Q1 		$206K Buy
+1,559
New +$195K 0.02% 458
2015
Q4 		– Sell
-2,701
Closed -$362K – 493
2015
Q3 		$362K Buy
2,701
+293
+12% +$43.4K 0.06% 287
2015
Q2 		$375K Sell
2,408
-395
-14% -$60.5K 0.06% 289
2015
Q1 		$425K Buy
2,803
+264
+10% +$38.5K 0.06% 291
2014
Q4 		$362K Buy
+2,539
New +$344K 0.08% 254
2014
Q3 		– Sell
-1,521
Closed -$211K – 432
2014
Q2 		$211K Buy
+1,521
New +$200K 0.05% 308

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
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 $34.1B AUM 29.2% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Centers of America's IWO Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2017, closing a stake of 1,177 shares — an estimated $210K sold.

Investment Centers of America first reported a position in IWO in Q2 2014 and held it in 12 quarters. The position peaked at $425K in Q1 2015. 553 funds tracked by Wall St. Rank hold IWO as of Q4 2017.

  • Investment Centers of America reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 1,177 iShares Russell 2000 Growth ETF shares in Q4 2017, an estimated $210K.
  • Investment Centers of America first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and held it in 12 quarters.
  • Investment Centers of America's iShares Russell 2000 Growth ETF position peaked at $425K in Q1 2015.
  • 553 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.