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

Kanaly 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
2016 Q4	$20K	Hold	130	–	–	﹤0.01%	421
2016 Q3	$19K	Hold	130	–	–	﹤0.01%	428
2016 Q2	$18K	Hold	130	–	–	﹤0.01%	443
2016 Q1	$17K	Hold	130	–	–	﹤0.01%	469
2015 Q4	$18K	Hold	130	–	–	﹤0.01%	452
2015 Q3	$17K	Hold	130	–	–	﹤0.01%	477
2015 Q2	$20K	Hold	130	–	–	﹤0.01%	463
2015 Q1	$20K	Hold	130	–	–	﹤0.01%	387
2014 Q4	$19K	Hold	130	–	–	﹤0.01%	383
2014 Q3	$17K	Hold	130	–	–	﹤0.01%	408
2014 Q2	$18K	Hold	130	–	–	﹤0.01%	416
2014 Q1	$18K	Hold	130	–	–	﹤0.01%	408
2013 Q4	$18K	Buy	+130	New	+$16.8K	﹤0.01%	379

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kanaly Trust's IWO Position: Q4 2016 in Review

Kanaly Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2016 at 130 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Kanaly Trust first reported a position in IWO in Q4 2013 and has held it in 13 quarters since. 489 funds tracked by Wall St. Rank hold IWO as of Q4 2016.

Kanaly Trust held 130 shares of iShares Russell 2000 Growth ETF worth $20K as of Q4 2016.
Kanaly Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2016.
iShares Russell 2000 Growth ETF made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #421 holding.
Kanaly Trust first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 13 quarters since.
489 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.