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Kabarec Financial Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Kabarec Financial Advisors’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 		$10.6M Sell
52,063
-6,375
-11% -$1.28M 8.14% 1
2018
Q1 		$11.1M Sell
58,438
-3,460
-6% -$664K 7.06% 3
2017
Q4 		$11.6M Buy
+61,898
New +$11.3M 7.08% 2

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
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

Kabarec Financial Advisors's IWO Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 11% in Q2 2018, selling an estimated $1.28M and leaving 52,063 shares worth $10.6M. The position accounts for 8.14% of the portfolio, ranked #1.

Kabarec Financial Advisors first reported a position in IWO in Q4 2017 and has held it in 3 quarters since. The position peaked at $11.6M in Q4 2017. 593 funds tracked by Wall St. Rank hold IWO as of Q2 2018.

  • Kabarec Financial Advisors held 52,063 shares of iShares Russell 2000 Growth ETF worth $10.6M as of Q2 2018.
  • Kabarec Financial Advisors sold 6,375 iShares Russell 2000 Growth ETF shares in Q2 2018, an estimated $1.28M.
  • iShares Russell 2000 Growth ETF made up 8.14% of Kabarec Financial Advisors's portfolio in Q2 2018, its #1 holding.
  • Kabarec Financial Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares Russell 2000 Growth ETF position peaked at $11.6M in Q4 2017.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.