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Julex Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Julex Capital 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
2019
Q2 		– Sell
-16,279
Closed -$3.2M – 179
2019
Q1 		$3.2M Buy
+16,279
New +$3.1M 2.77% 12

Other funds holding IWO

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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Julex Capital Management's IWO Position: Q2 2019 in Review

Julex Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 16,279 shares — an estimated $3.2M sold.

Julex Capital Management first reported a position in IWO in Q1 2019 and held it in 1 quarter. The position peaked at $3.2M in Q1 2019. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

  • Julex Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Julex Capital Management sold 16,279 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $3.2M.
  • Julex Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and held it in 1 quarter.
  • Julex Capital Management's iShares Russell 2000 Growth ETF position peaked at $3.2M in Q1 2019.
  • 631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Julex Capital Management's 13F filing for Q2 2019, filed 29 Oct 2019.