LBA Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

LBA Wealth 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
2017 Q1	$7K	Hold	45	–	–	﹤0.01%	341
2016 Q4	$7K	Hold	45	–	–	﹤0.01%	344
2016 Q3	$7K	Hold	45	–	–	﹤0.01%	347
2016 Q2	$6K	Buy	45 +22	+96%	+$2.97K	﹤0.01%	347
2016 Q1	$3K	Hold	23	–	–	﹤0.01%	380
2015 Q4	$3K	Hold	23	–	–	﹤0.01%	368
2015 Q3	$3K	Hold	23	–	–	﹤0.01%	307
2015 Q2	$4K	Hold	23	–	–	﹤0.01%	279
2015 Q1	$3K	Hold	23	–	–	﹤0.01%	283
2014 Q4	$3K	Hold	23	–	–	﹤0.01%	269
2014 Q3	$3K	Hold	23	–	–	﹤0.01%	379
2014 Q2	$3K	Hold	23	–	–	﹤0.01%	243
2014 Q1	$3K	Sell	23 -80	-78%	-$10.9K	﹤0.01%	235
2013 Q4	$14K	Buy	+103	New	+$13.3K	0.01%	194

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

LBA Wealth Management's IWO Position: Q1 2017 in Review

LBA Wealth Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2017 at 45 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

LBA Wealth Management first reported a position in IWO in Q4 2013 and has held it in 14 quarters since. The position peaked at $14K in Q4 2013. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

LBA Wealth Management held 45 shares of iShares Russell 2000 Growth ETF worth $7K as of Q1 2017.
LBA Wealth Management left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2017.
iShares Russell 2000 Growth ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #341 holding.
LBA Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares Russell 2000 Growth ETF position peaked at $14K in Q4 2013.
474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.