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Investors Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Investors Trust’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
2014
Q3 		– Sell
-1,500
Closed -$208K – 76
2014
Q2 		$208K Sell
1,500
-314
-17% -$41.3K 0.16% 78
2014
Q1 		$247K Hold
1,814
– – 0.21% 68
2013
Q4 		$239K Sell
1,814
-6,398
-78% -$829K 0.19% 85
2013
Q3 		$1.03M Buy
+8,212
New +$990K 0.18% 76

Other funds holding IWO

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Investors Trust's IWO Position: Q3 2014 in Review

Investors Trust sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2014, closing a stake of 1,500 shares — an estimated $208K sold.

Investors Trust first reported a position in IWO in Q3 2013 and held it in 4 quarters. The position peaked at $1.03M in Q3 2013. 329 funds tracked by Wall St. Rank hold IWO as of Q3 2014.

  • Investors Trust reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Investors Trust sold 1,500 iShares Russell 2000 Growth ETF shares in Q3 2014, an estimated $208K.
  • Investors Trust first reported a position in iShares Russell 2000 Growth ETF in Q3 2013 and held it in 4 quarters.
  • Investors Trust's iShares Russell 2000 Growth ETF position peaked at $1.03M in Q3 2013.
  • 329 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2014.

Based on Investors Trust's 13F filing for Q3 2014, filed 17 Nov 2014.