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Madrona Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Madrona Financial Services’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 		– Sell
-4,442
Closed -$684K – 40
2016
Q4 		$684K Sell
4,442
-343
-7% -$51.2K 0.76% 23
2016
Q3 		$713K Sell
4,785
-215
-4% -$31.3K 0.76% 22
2016
Q2 		$686K Sell
5,000
-647
-11% -$87.3K 0.73% 24
2016
Q1 		$749K Sell
5,647
-10,880
-66% -$1.36M 0.77% 23
2015
Q4 		$2.3M Buy
16,527
+209
+1% +$29.6K 2.31% 10
2015
Q3 		$2.19M Sell
16,318
-352
-2% -$52.1K 2.36% 9
2015
Q2 		$2.58M Buy
+16,670
New +$2.55M 2.63% 8

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

Madrona Financial Services's IWO Position: Q1 2017 in Review

Madrona Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2017, closing a stake of 4,442 shares — an estimated $684K sold.

Madrona Financial Services first reported a position in IWO in Q2 2015 and held it in 7 quarters. The position peaked at $2.58M in Q2 2015. 474 funds tracked by Wall St. Rank hold IWO as of Q1 2017.

  • Madrona Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Madrona Financial Services sold 4,442 iShares Russell 2000 Growth ETF shares in Q1 2017, an estimated $684K.
  • Madrona Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q2 2015 and held it in 7 quarters.
  • Madrona Financial Services's iShares Russell 2000 Growth ETF position peaked at $2.58M in Q2 2015.
  • 474 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2017.

Based on Madrona Financial Services's 13F filing for Q1 2017, filed 3 May 2017.