Ledyard National Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Ledyard National Bank’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 Q1	–	Sell	-100	Closed	-$17K	–	462
2018 Q4	$17K	Hold	100	–	–	﹤0.01%	537
2018 Q3	$22K	Hold	100	–	–	﹤0.01%	511
2018 Q2	$20K	Sell	100 -50	-33%	-$10K	﹤0.01%	531
2018 Q1	$29K	Hold	150	–	–	﹤0.01%	500
2017 Q4	$28K	Hold	150	–	–	﹤0.01%	524
2017 Q3	$27K	Sell	150 -17	-10%	-$2.89K	﹤0.01%	512
2017 Q2	$28K	Hold	167	–	–	﹤0.01%	465
2017 Q1	$27K	Hold	167	–	–	﹤0.01%	477
2016 Q4	$26K	Hold	167	–	–	﹤0.01%	369
2016 Q3	$25K	Hold	167	–	–	﹤0.01%	380
2016 Q2	$23K	Hold	167	–	–	﹤0.01%	377
2016 Q1	$22K	Buy	167 +150	+882%	+$18.7K	﹤0.01%	425
2015 Q4	$2K	Hold	17	–	–	﹤0.01%	670
2015 Q3	$2K	Hold	17	–	–	﹤0.01%	647
2015 Q2	$3K	Hold	17	–	–	﹤0.01%	651
2015 Q1	$3K	Hold	17	–	–	﹤0.01%	658
2014 Q4	$2K	Hold	17	–	–	﹤0.01%	693
2014 Q3	$2K	Hold	17	–	–	﹤0.01%	670
2014 Q2	$2K	Hold	17	–	–	﹤0.01%	685
2014 Q1	$2K	Buy	+17	New	+$2.33K	﹤0.01%	672

Other funds holding IWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Ledyard National Bank's IWO Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2019, closing a stake of 100 shares — an estimated $17K sold.

Ledyard National Bank first reported a position in IWO in Q1 2014 and held it in 20 quarters. The position peaked at $29K in Q1 2018. 641 funds tracked by Wall St. Rank hold IWO as of Q1 2019.

Ledyard National Bank reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 100 iShares Russell 2000 Growth ETF shares in Q1 2019, an estimated $17K.
Ledyard National Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and held it in 20 quarters.
Ledyard National Bank's iShares Russell 2000 Growth ETF position peaked at $29K in Q1 2018.
641 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.