Lodestar Investment Counsel’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lodestar Investment Counsel’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 Q2	$1.24M	Buy	6,180 +10	+0.2%	+$1.98K	0.13%	85
2019 Q1	$1.21M	Hold	6,170	–	–	0.13%	85
2018 Q4	$1.04M	Hold	6,170	–	–	0.13%	86
2018 Q3	$1.33M	Hold	6,170	–	–	0.14%	81
2018 Q2	$1.26M	Sell	6,170 -3,709	-38%	-$742K	0.15%	82
2018 Q1	$1.88M	Hold	9,879	–	–	0.22%	65
2017 Q4	$1.84M	Hold	9,879	–	–	0.21%	66
2017 Q3	$1.77M	Buy	+9,879	New	+$1.68M	0.22%	65

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

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

Lodestar Investment Counsel's IWO Position: Q2 2019 in Review

Lodestar Investment Counsel increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.16% in Q2 2019, buying an estimated $1.98K and bringing the position to 6,180 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #85.

Lodestar Investment Counsel first reported a position in IWO in Q3 2017 and has held it in 8 quarters since. The position peaked at $1.88M in Q1 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

Lodestar Investment Counsel held 6,180 shares of iShares Russell 2000 Growth ETF worth $1.24M as of Q2 2019.
Lodestar Investment Counsel bought 10 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $1.98K.
iShares Russell 2000 Growth ETF made up 0.13% of Lodestar Investment Counsel's portfolio in Q2 2019, its #85 holding.
Lodestar Investment Counsel first reported a position in iShares Russell 2000 Growth ETF in Q3 2017 and has held it in 8 quarters since.
Lodestar Investment Counsel's iShares Russell 2000 Growth ETF position peaked at $1.88M in Q1 2018.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.