M&R Capital Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

M&R 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
2017 Q3	–	Sell	-475	Closed	-$78K	–	552
2017 Q2	$78K	Hold	475	–	–	0.02%	257
2017 Q1	$76K	Hold	475	–	–	0.02%	257
2016 Q4	$73K	Sell	475 -30	-6%	-$4.48K	0.02%	243
2016 Q3	$75K	Hold	505	–	–	0.02%	246
2016 Q2	$69K	Buy	+505	New	+$68.2K	0.02%	254

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

M&R Capital Management's IWO Position: Q3 2017 in Review

M&R Capital Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2017, closing a stake of 475 shares — an estimated $78K sold.

M&R Capital Management first reported a position in IWO in Q2 2016 and held it in 5 quarters. The position peaked at $78K in Q2 2017. 477 funds tracked by Wall St. Rank hold IWO as of Q3 2017.

M&R Capital Management reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2017 after selling out during the quarter.
M&R Capital Management sold 475 iShares Russell 2000 Growth ETF shares in Q3 2017, an estimated $78K.
M&R Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2016 and held it in 5 quarters.
M&R Capital Management's iShares Russell 2000 Growth ETF position peaked at $78K in Q2 2017.
477 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2017.

Based on M&R Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.