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

Liberty 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
2018
Q1 		– Sell
-257
Closed -$50K – 166
2017
Q4 		$50K Hold
257
– – 0.03% 177
2017
Q3 		$47K Hold
257
– – 0.03% 188
2017
Q2 		$43K Sell
257
-40
-13% -$6.58K 0.03% 180
2017
Q1 		$48K Hold
297
– – 0.03% 159
2016
Q4 		$46K Hold
297
– – 0.03% 155
2016
Q3 		$44K Buy
+297
New +$43.3K 0.03% 159

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Liberty Capital Management's IWO Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2018, closing a stake of 257 shares — an estimated $50K sold.

Liberty Capital Management first reported a position in IWO in Q3 2016 and held it in 6 quarters. The position peaked at $50K in Q4 2017. 562 funds tracked by Wall St. Rank hold IWO as of Q1 2018.

  • Liberty Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 257 iShares Russell 2000 Growth ETF shares in Q1 2018, an estimated $50K.
  • Liberty Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2016 and held it in 6 quarters.
  • Liberty Capital Management's iShares Russell 2000 Growth ETF position peaked at $50K in Q4 2017.
  • 562 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.